Focus Financial Network’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Focus Financial Network’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
2024 Q1	–	Sell	-1,776	Closed	-$222K	–	686
2023 Q4	$222K	Buy	+1,776	New	+$199K	0.01%	650
2022 Q4	–	Sell	-5,257	Closed	-$534K	–	493
2022 Q3	$534K	Buy	+5,257	New	+$590K	0.05%	272
2022 Q2	–	Sell	-1,755	Closed	-$220K	–	502
2022 Q1	$220K	Sell	1,755 -1,419	-45%	-$179K	0.02%	480
2021 Q4	$441K	Sell	3,174 -435	-12%	-$59.2K	0.06%	236
2021 Q3	$469K	Sell	3,609 -119	-3%	-$15.7K	0.06%	267
2021 Q2	$494K	Sell	3,728 -36	-1%	-$4.69K	0.07%	267
2021 Q1	$483K	Buy	+3,764	New	+$478K	0.06%	262
2020 Q1	–	Sell	-3,654	Closed	-$353K	–	395
2019 Q4	$353K	Buy	3,654 +64	+2%	+$5.91K	0.04%	284
2019 Q3	$320K	Sell	3,590 -394	-10%	-$35.6K	0.04%	278
2019 Q2	$364K	Buy	3,984 +4	+0.1%	+$360	0.05%	258
2019 Q1	$355K	Buy	+3,980	New	+$352K	0.06%	244

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Financial Network's IJT Position: Q1 2024 in Review

Focus Financial Network sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 1,776 shares — an estimated $222K sold.

Focus Financial Network first reported a position in IJT in Q1 2019 and held it in 11 quarters. The position peaked at $534K in Q3 2022. 681 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

Focus Financial Network reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 1,776 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $222K.
Focus Financial Network first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 11 quarters.
Focus Financial Network's iShares S&P Small-Cap 600 Growth ETF position peaked at $534K in Q3 2022.
681 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.