CoreFirst Bank & Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

CoreFirst Bank & Trust’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
2023 Q1	–	Sell	-74	Closed	-$8K	–	377
2022 Q4	$8K	Hold	74	–	–	0.01%	340
2022 Q3	$8K	Hold	74	–	–	0.01%	340
2022 Q2	$8K	Sell	74 -12	-14%	-$1.36K	0.01%	341
2022 Q1	$11K	Hold	86	–	–	0.01%	345
2021 Q4	$12K	Hold	86	–	–	0.01%	369
2021 Q3	$11K	Hold	86	–	–	0.01%	385
2021 Q2	$11K	Hold	86	–	–	0.01%	388
2021 Q1	$11K	Hold	86	–	–	0.01%	384
2020 Q4	$10K	Buy	+86	New	+$8.76K	0.01%	362

Other funds holding IJT

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

CoreFirst Bank & Trust's IJT Position: Q1 2023 in Review

CoreFirst Bank & Trust sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 74 shares — an estimated $8K sold.

CoreFirst Bank & Trust first reported a position in IJT in Q4 2020 and held it in 9 quarters. The position peaked at $12K in Q4 2021. 616 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

CoreFirst Bank & Trust reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
CoreFirst Bank & Trust sold 74 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $8K.
CoreFirst Bank & Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 9 quarters.
CoreFirst Bank & Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $12K in Q4 2021.
616 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2023, filed 15 May 2023.