Certified Advisory Corp’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-26	Closed	-$3K	–	457
2021 Q1	$3K	Buy	+26	New	+$3.3K	﹤0.01%	711
2020 Q2	$26K	Sell	302 -2,060	-87%	-$161K	0.01%	395
2020 Q1	$163K	Sell	2,362 -10,708	-82%	-$945K	0.06%	177
2019 Q4	$1.26M	Sell	13,070 -9,310	-42%	-$860K	0.4%	59
2019 Q3	$2M	Sell	22,380 -2,138	-9%	-$193K	0.69%	31
2019 Q2	$2.24M	Buy	24,518 +16	+0.1%	+$1.44K	0.83%	26
2019 Q1	$2.19M	Buy	24,502 +6,874	+39%	+$607K	0.92%	22
2018 Q4	$1.42M	Buy	17,628 +4,818	+38%	+$429K	0.74%	30
2018 Q3	$1.29M	Buy	12,810 +1,112	+10%	+$112K	0.6%	37
2018 Q2	$1.1M	Buy	11,698 +1,086	+10%	+$99.7K	0.61%	41
2018 Q1	$922K	Buy	10,612 +1,072	+11%	+$93.4K	0.55%	51
2017 Q4	$811K	Buy	+9,540	New	+$798K	0.58%	46

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $18.2B AUM 22.02% 1-Year Est. Return

Certified Advisory Corp's IJT Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2021, closing a stake of 26 shares — an estimated $3K sold.

Certified Advisory Corp first reported a position in IJT in Q4 2017 and held it in 12 quarters. The position peaked at $2.24M in Q2 2019. 598 funds tracked by Wall St. Rank hold IJT as of Q2 2021.

Certified Advisory Corp reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 26 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2021, an estimated $3K.
Certified Advisory Corp first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.24M in Q2 2019.
598 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.