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

Csenge Advisory Group’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
2022 Q3	–	Sell	-2,842	Closed	-$299K	–	630
2022 Q2	$299K	Buy	2,842 +7	+0.2%	+$793	0.03%	451
2022 Q1	$355K	Sell	2,835 -246	-8%	-$31K	0.03%	454
2021 Q4	$410K	Sell	3,081 -149	-5%	-$20.3K	0.04%	384
2021 Q3	$428K	Buy	3,230 +149	+5%	+$19.6K	0.04%	397
2021 Q2	$410K	Buy	3,081 +627	+26%	+$81.6K	0.04%	385
2021 Q1	$319K	Buy	+2,454	New	+$312K	0.03%	372
2020 Q3	–	Sell	-4,948	Closed	-$420K	–	416
2020 Q2	$420K	Buy	+4,948	New	+$386K	0.06%	225
2019 Q4	–	Sell	-2,588	Closed	-$231K	–	300
2019 Q3	$231K	Buy	+2,588	New	+$234K	0.06%	233
2018 Q3	–	Sell	-2,626	Closed	-$249K	–	1292
2018 Q2	$249K	Buy	+2,626	New	+$241K	0.09%	206

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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

Csenge Advisory Group's IJT Position: Q3 2022 in Review

Csenge Advisory Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 2,842 shares — an estimated $299K sold.

Csenge Advisory Group first reported a position in IJT in Q2 2018 and held it in 9 quarters. The position peaked at $428K in Q3 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

Csenge Advisory Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
Csenge Advisory Group sold 2,842 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $299K.
Csenge Advisory Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 9 quarters.
Csenge Advisory Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $428K in Q3 2021.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on Csenge Advisory Group's 13F filing for Q3 2022, filed 4 Oct 2022.