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

Hardy Reed’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
2023 Q2	–	Sell	-2,199	Closed	-$242K	–	107
2023 Q1	$242K	Hold	2,199	–	–	0.04%	95
2022 Q4	$238K	Buy	+2,199	New	+$242K	0.04%	93
2022 Q1	–	Sell	-2,199	Closed	-$305K	–	93
2021 Q4	$305K	Sell	2,199 -213	-9%	-$29K	0.05%	79
2021 Q3	$314K	Hold	2,412	–	–	0.06%	76
2021 Q2	$320K	Hold	2,412	–	–	0.06%	74
2021 Q1	$309K	Hold	2,412	–	–	0.06%	72
2020 Q4	$275K	Hold	2,412	–	–	0.06%	81
2020 Q3	$213K	Buy	+2,412	New	+$216K	0.05%	82

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

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

Hardy Reed's IJT Position: Q2 2023 in Review

Hardy Reed sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2023, closing a stake of 2,199 shares — an estimated $242K sold.

Hardy Reed first reported a position in IJT in Q3 2020 and held it in 8 quarters. The position peaked at $320K in Q2 2021. 624 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

Hardy Reed reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2023 after selling out during the quarter.
Hardy Reed sold 2,199 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $242K.
Hardy Reed first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and held it in 8 quarters.
Hardy Reed's iShares S&P Small-Cap 600 Growth ETF position peaked at $320K in Q2 2021.
624 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Hardy Reed's 13F filing for Q2 2023, filed 14 Aug 2023.