FormulaFolio Investments’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

FormulaFolio Investments’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 Q2	$8K	Hold	60	–	–	﹤0.01%	295
2021 Q1	$8K	Sell	60 -80,131	-100%	-$10.2M	﹤0.01%	301
2020 Q4	$9.16M	Buy	80,191 +71,927	+870%	+$7.33M	0.19%	94
2020 Q3	$729K	Buy	+8,264	New	+$739K	0.03%	173
2020 Q2	–	Sell	-3,592	Closed	-$248K	–	305
2020 Q1	$248K	Sell	3,592 -97,294	-96%	-$8.59M	0.01%	241
2019 Q4	$9.75M	Buy	100,886 +19,132	+23%	+$1.77M	0.35%	44
2019 Q3	$7.29M	Buy	+81,754	New	+$7.38M	0.28%	52

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FormulaFolio Investments's IJT Position: Q2 2021 in Review

FormulaFolio Investments held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2021 at 60 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

FormulaFolio Investments first reported a position in IJT in Q3 2019 and has held it in 7 quarters since. The position peaked at $9.75M in Q4 2019. 598 funds tracked by Wall St. Rank hold IJT as of Q2 2021.

FormulaFolio Investments held 60 shares of iShares S&P Small-Cap 600 Growth ETF worth $8K as of Q2 2021.
FormulaFolio Investments left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2021.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #295 holding.
FormulaFolio Investments first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2019 and has held it in 7 quarters since.
FormulaFolio Investments's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.75M in Q4 2019.
598 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.