First National Bank of South Miami’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

First National Bank of South Miami’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 Q2	$278K	Sell	2,423 -1,681	-41%	-$184K	0.22%	88
2023 Q1	$451K	Sell	4,104 -1,793	-30%	-$202K	0.36%	66
2022 Q4	$637K	Sell	5,897 -993	-14%	-$109K	0.48%	59
2022 Q3	$701K	Sell	6,890 -784	-10%	-$88K	0.54%	53
2022 Q2	$808K	Buy	7,674 +1,586	+26%	+$180K	0.55%	51
2022 Q1	$762K	Buy	6,088 +54	+0.9%	+$6.81K	0.46%	58
2021 Q4	$838K	Sell	6,034 -792	-12%	-$108K	0.51%	55
2021 Q3	$888K	Buy	6,826 +420	+7%	+$55.4K	0.6%	46
2021 Q2	$850K	Sell	6,406 -1,710	-21%	-$223K	0.58%	46
2021 Q1	$1.04M	Buy	8,116 +628	+8%	+$79.8K	0.79%	28
2020 Q4	$855K	Buy	7,488 +362	+5%	+$36.9K	0.73%	36
2020 Q3	$629K	Buy	7,126 +2,012	+39%	+$180K	0.6%	43
2020 Q2	$434K	Buy	5,114 +1,420	+38%	+$111K	0.47%	61
2020 Q1	$255K	Sell	3,694 -420	-10%	-$37.1K	0.32%	75
2019 Q4	$398K	Sell	4,114 -596	-13%	-$55K	0.39%	70
2019 Q3	$417K	Buy	4,710 +22	+0.5%	+$1.99K	0.4%	75
2019 Q2	$432K	Sell	4,688 -46	-1%	-$4.13K	0.4%	74
2019 Q1	$422K	Sell	4,734 -44	-0.9%	-$3.89K	0.4%	74
2018 Q4	$420K	Buy	+4,778	New	+$426K	0.41%	71

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 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 $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

UCFA

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

First National Bank of South Miami's IJT Position: Q2 2023 in Review

First National Bank of South Miami reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 41% in Q2 2023, selling an estimated $184K and leaving 2,423 shares worth $278K. The position accounts for 0.22% of the portfolio, ranked #88.

First National Bank of South Miami first reported a position in IJT in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.04M in Q1 2021. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

First National Bank of South Miami held 2,423 shares of iShares S&P Small-Cap 600 Growth ETF worth $278K as of Q2 2023.
First National Bank of South Miami sold 1,681 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $184K.
iShares S&P Small-Cap 600 Growth ETF made up 0.22% of First National Bank of South Miami's portfolio in Q2 2023, its #88 holding.
First National Bank of South Miami first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.04M in Q1 2021.
625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.