FFS
IJT icon

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

Founders Financial Securities’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
-5,275
Closed -$686K – 272
2021
Q3 		$686K Sell
5,275
-1,411
-21% -$186K 0.14% 134
2021
Q2 		$887K Buy
6,686
+371
+6% +$48.3K 0.18% 121
2021
Q1 		$810K Buy
+6,315
New +$802K 0.19% 112

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
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

Founders Financial Securities's IJT Position: Q4 2021 in Review

Founders Financial Securities sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 5,275 shares — an estimated $686K sold.

Founders Financial Securities first reported a position in IJT in Q1 2021 and held it in 3 quarters. The position peaked at $887K in Q2 2021. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

  • Founders Financial Securities reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Founders Financial Securities sold 5,275 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $686K.
  • Founders Financial Securities first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 3 quarters.
  • Founders Financial Securities's iShares S&P Small-Cap 600 Growth ETF position peaked at $887K 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 Founders Financial Securities's 13F filing for Q4 2021, filed 14 Feb 2022.