Crescent Capital Consulting’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Crescent Capital Consulting’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	$2.32M	Sell	16,778 -18,141	-52%	-$2.47M	0.38%	58
2021 Q3	$4.54M	Sell	34,919 -1,206	-3%	-$159K	0.83%	30
2021 Q2	$4.79M	Sell	36,125 -8,928	-20%	-$1.16M	0.9%	30
2021 Q1	$5.77M	Buy	45,053 +1,861	+4%	+$236K	1.27%	19
2020 Q4	$4.93M	Buy	+43,192	New	+$4.4M	1.27%	18

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 $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UCFA

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

Crescent Capital Consulting's IJT Position: Q4 2021 in Review

Crescent Capital Consulting reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 52% in Q4 2021, selling an estimated $2.47M and leaving 16,778 shares worth $2.32M. The position accounts for 0.38% of the portfolio, ranked #58.

Crescent Capital Consulting first reported a position in IJT in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.77M in Q1 2021. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Crescent Capital Consulting held 16,778 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.32M as of Q4 2021.
Crescent Capital Consulting sold 18,141 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $2.47M.
iShares S&P Small-Cap 600 Growth ETF made up 0.38% of Crescent Capital Consulting's portfolio in Q4 2021, its #58 holding.
Crescent Capital Consulting first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 5 quarters since.
Crescent Capital Consulting's iShares S&P Small-Cap 600 Growth ETF position peaked at $5.77M in Q1 2021.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.