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

Gofen & Glossberg’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 Q4	$319K	Hold	2,954	–	–	0.01%	413
2022 Q3	$300K	Hold	2,954	–	–	0.01%	409
2022 Q2	$311K	Hold	2,954	–	–	0.01%	412
2022 Q1	$370K	Hold	2,954	–	–	0.01%	402
2021 Q4	$410K	Hold	2,954	–	–	0.01%	387
2021 Q3	$384K	Hold	2,954	–	–	0.01%	392
2021 Q2	$392K	Hold	2,954	–	–	0.01%	388
2021 Q1	$379K	Sell	2,954 -69	-2%	-$8.77K	0.01%	373
2020 Q4	$345K	Buy	3,023 +69	+2%	+$7.03K	0.01%	368
2020 Q3	$261K	Sell	2,954 -832	-22%	-$74.4K	0.01%	388
2020 Q2	$321K	Buy	3,786 +4	+0.1%	+$312	0.01%	343
2020 Q1	$261K	Hold	3,782	–	–	0.01%	356
2019 Q4	$366K	Buy	3,782 +4	+0.1%	+$369	0.01%	342
2019 Q3	$337K	Hold	3,778	–	–	0.01%	341
2019 Q2	$345K	Buy	3,778 +2	+0.1%	+$180	0.01%	338
2019 Q1	$337K	Buy	3,776 +88	+2%	+$7.78K	0.01%	331
2018 Q4	$298K	Buy	3,688 +4	+0.1%	+$356	0.01%	337
2018 Q3	$372K	Buy	3,684 +2	+0.1%	+$201	0.01%	326
2018 Q2	$348K	Buy	3,682 +814	+28%	+$74.7K	0.01%	332
2018 Q1	$249K	Hold	2,868	–	–	0.01%	392
2017 Q4	$244K	Buy	+2,868	New	+$240K	0.01%	422

Other funds holding IJT

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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 $374B AUM 17.66% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Gofen & Glossberg's IJT Position: Q4 2022 in Review

Gofen & Glossberg held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2022 at 2,954 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #413.

Gofen & Glossberg first reported a position in IJT in Q4 2017 and has held it in 21 quarters since. The position peaked at $410K in Q4 2021. 641 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

Gofen & Glossberg held 2,954 shares of iShares S&P Small-Cap 600 Growth ETF worth $319K as of Q4 2022.
Gofen & Glossberg left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2022.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #413 holding.
Gofen & Glossberg first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 21 quarters since.
Gofen & Glossberg's iShares S&P Small-Cap 600 Growth ETF position peaked at $410K in Q4 2021.
641 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.