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

Hayden Royal’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	$1.31M	Buy	9,451 +177	+2%	+$24.1K	3.07%	4
2021 Q3	$1.21M	Buy	9,274 +162	+2%	+$21.4K	1.97%	10
2021 Q2	$1.21M	Sell	9,112 -114	-1%	-$14.8K	0.67%	32
2021 Q1	$1.18M	Sell	9,226 -296	-3%	-$37.6K	0.68%	35
2020 Q4	$1.09M	Buy	9,522 +104	+1%	+$10.6K	0.59%	35
2020 Q3	$830K	Buy	+9,418	New	+$842K	0.44%	59
2020 Q2	–	Sell	-7,324	Closed	-$505K	–	207
2020 Q1	$505K	Buy	7,324 +898	+14%	+$79.3K	0.3%	91
2019 Q4	$635K	Buy	6,426 +1,376	+27%	+$127K	0.32%	79
2019 Q3	$450K	Buy	+5,050	New	+$456K	0.4%	83
2019 Q1	–	Sell	-2,584	Closed	-$208K	–	162
2018 Q4	$208K	Buy	+2,584	New	+$230K	0.11%	180

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Hayden Royal's IJT Position: Q4 2021 in Review

Hayden Royal increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.9% in Q4 2021, buying an estimated $24.1K and bringing the position to 9,451 shares worth $1.31M. The position accounts for 3.07% of the portfolio, ranked #4.

Hayden Royal first reported a position in IJT in Q4 2018 and has held it in 10 quarters since. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Hayden Royal held 9,451 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.31M as of Q4 2021.
Hayden Royal bought 177 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $24.1K.
iShares S&P Small-Cap 600 Growth ETF made up 3.07% of Hayden Royal's portfolio in Q4 2021, its #4 holding.
Hayden Royal first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 10 quarters since.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.