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

FineMark National 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
2021 Q4	–	Sell	-2,267	Closed	-$295K	–	471
2021 Q3	$295K	Hold	2,267	–	–	0.01%	360
2021 Q2	$301K	Buy	2,267 +64	+3%	+$8.33K	0.01%	370
2021 Q1	$282K	Buy	2,203 +181	+9%	+$23K	0.01%	368
2020 Q4	$231K	Buy	+2,022	New	+$206K	0.01%	376
2017 Q1	–	Sell	-274	Closed	-$21K	–	667
2016 Q4	$21K	Hold	274	–	–	﹤0.01%	815
2016 Q3	$19K	Hold	274	–	–	﹤0.01%	818
2016 Q2	$18K	Hold	274	–	–	﹤0.01%	841
2016 Q1	$17K	Hold	274	–	–	﹤0.01%	805
2015 Q4	$17K	Hold	274	–	–	﹤0.01%	852
2015 Q3	$16K	Hold	274	–	–	﹤0.01%	893
2015 Q2	$18K	Buy	274 +22	+9%	+$1.44K	﹤0.01%	909
2015 Q1	$16K	Sell	252 -484	-66%	-$30.3K	﹤0.01%	922
2014 Q4	$45K	Buy	736 +396	+116%	+$23.2K	0.01%	695
2014 Q3	$19K	Hold	340	–	–	﹤0.01%	896
2014 Q2	$21K	Hold	340	–	–	﹤0.01%	883
2014 Q1	$20K	Buy	340 +88	+35%	+$5.17K	﹤0.01%	889
2013 Q4	$15K	Sell	252 -126	-33%	-$7.17K	﹤0.01%	918
2013 Q3	$20K	Hold	378	–	–	0.01%	803
2013 Q2	$18K	Buy	+378	New	+$18K	0.01%	821

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

FineMark National Bank & Trust's IJT Position: Q4 2021 in Review

FineMark National Bank & Trust sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 2,267 shares — an estimated $295K sold.

FineMark National Bank & Trust first reported a position in IJT in Q2 2013 and held it in 19 quarters. The position peaked at $301K in Q2 2021. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

FineMark National Bank & Trust reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
FineMark National Bank & Trust sold 2,267 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $295K.
FineMark National Bank & Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 19 quarters.
FineMark National Bank & Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $301K in Q2 2021.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on FineMark National Bank & Trust's 13F filing for Q4 2021, filed 14 Feb 2022.