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

Harborview Advisors’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 Q3	$889K	Buy	6,838 +16	+0.2%	+$2.11K	0.5%	40
2021 Q2	$905K	Sell	6,822 -177	-3%	-$23K	0.51%	40
2021 Q1	$897K	Sell	6,999 -528	-7%	-$67.1K	0.54%	39
2020 Q4	$859K	Sell	7,527 -429	-5%	-$43.7K	0.58%	40
2020 Q3	$702K	Sell	7,956 -716	-8%	-$64K	0.54%	43
2020 Q2	$736K	Buy	8,672 +358	+4%	+$27.9K	0.61%	38
2020 Q1	$573K	Buy	8,314 +108	+1%	+$9.53K	0.57%	35
2019 Q4	$793K	Sell	8,206 -46	-0.6%	-$4.25K	0.61%	32
2019 Q3	$736K	Sell	8,252 -64	-0.8%	-$5.78K	0.59%	33
2019 Q2	$759K	Buy	8,316 +40	+0.5%	+$3.6K	0.61%	34
2019 Q1	$738K	Sell	8,276 -254	-3%	-$22.4K	0.64%	35
2018 Q4	$688K	Buy	8,530 +88	+1%	+$7.84K	0.81%	26
2018 Q3	$852K	Sell	8,442 -398	-5%	-$40K	0.87%	25
2018 Q2	$835K	Sell	8,840 -410	-4%	-$37.6K	0.77%	26
2018 Q1	$804K	Sell	9,250 -224	-2%	-$19.5K	0.76%	26
2017 Q4	$806K	Buy	+9,474	New	+$792K	0.77%	26

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Harborview Advisors's IJT Position: Q3 2021 in Review

Harborview Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.23% in Q3 2021, buying an estimated $2.11K and bringing the position to 6,838 shares worth $889K. The position accounts for 0.5% of the portfolio, ranked #40.

Harborview Advisors first reported a position in IJT in Q4 2017 and has held it in 16 quarters since. The position peaked at $905K in Q2 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2021.

Harborview Advisors held 6,838 shares of iShares S&P Small-Cap 600 Growth ETF worth $889K as of Q3 2021.
Harborview Advisors bought 16 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2021, an estimated $2.11K.
iShares S&P Small-Cap 600 Growth ETF made up 0.5% of Harborview Advisors's portfolio in Q3 2021, its #40 holding.
Harborview Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $905K in Q2 2021.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.