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

FourThought Financial’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
2022 Q3	$67K	Hold	659	–	–	0.01%	521
2022 Q2	$69K	Hold	659	–	–	0.01%	520
2022 Q1	$82K	Hold	659	–	–	0.01%	525
2021 Q4	$91K	Hold	659	–	–	0.01%	509
2021 Q3	$85K	Hold	659	–	–	0.01%	530
2021 Q2	$87K	Hold	659	–	–	0.01%	542
2021 Q1	$84K	Buy	659 +351	+114%	+$44.6K	0.01%	534
2020 Q4	$35K	Buy	+308	New	+$31.4K	0.01%	747

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 $173B AUM 20.72% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

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

FourThought Financial's IJT Position: Q3 2022 in Review

FourThought Financial held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2022 at 659 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #521.

FourThought Financial first reported a position in IJT in Q4 2020 and has held it in 8 quarters since. The position peaked at $91K in Q4 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

FourThought Financial held 659 shares of iShares S&P Small-Cap 600 Growth ETF worth $67K as of Q3 2022.
FourThought Financial left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2022.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #521 holding.
FourThought Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares S&P Small-Cap 600 Growth ETF position peaked at $91K in Q4 2021.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.