Carroll Financial Associates’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Carroll Financial Associates’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-62	Closed	-$8K	–	1767
2021 Q3	$8K	Hold	62	–	–	﹤0.01%	1279
2021 Q2	$8K	Sell	62 -995	-94%	-$130K	﹤0.01%	1341
2021 Q1	$135K	Sell	1,057 -485	-31%	-$61.6K	0.01%	492
2020 Q4	$176K	Buy	1,542 +1,480	+2,387%	+$151K	0.01%	392
2020 Q3	$5K	Hold	62	–	–	﹤0.01%	1185
2020 Q2	$5K	Hold	62	–	–	﹤0.01%	1193
2020 Q1	$4K	Hold	62	–	–	﹤0.01%	1176
2019 Q4	$5K	Hold	62	–	–	﹤0.01%	1239
2019 Q3	$5K	Hold	62	–	–	﹤0.01%	1183
2019 Q2	$5K	Sell	62 -538	-90%	-$48.4K	﹤0.01%	1196
2019 Q1	$53K	Hold	600	–	–	0.01%	552
2018 Q4	$49K	Hold	600	–	–	0.01%	490
2018 Q3	$60K	Hold	600	–	–	0.01%	473
2018 Q2	$56K	Buy	+600	New	+$55.1K	0.01%	478

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carroll Financial Associates's IJT Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 62 shares — an estimated $8K sold.

Carroll Financial Associates first reported a position in IJT in Q2 2018 and held it in 14 quarters. The position peaked at $176K in Q4 2020. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Carroll Financial Associates reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 62 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $8K.
Carroll Financial Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 14 quarters.
Carroll Financial Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $176K in Q4 2020.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.