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

HC Financial 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
2022 Q2	$14K	Hold	136	–	–	0.01%	212
2022 Q1	$17K	Hold	136	–	–	0.01%	199
2021 Q4	$19K	Hold	136	–	–	0.01%	205
2021 Q3	$18K	Hold	136	–	–	0.01%	200
2021 Q2	$18K	Hold	136	–	–	0.01%	199
2021 Q1	$17K	Hold	136	–	–	0.01%	203
2020 Q4	$16K	Hold	136	–	–	0.01%	216
2020 Q3	$12K	Hold	136	–	–	0.01%	236
2020 Q2	$12K	Hold	136	–	–	0.01%	220
2020 Q1	$9K	Buy	+136	New	+$12K	0.01%	247

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

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

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

HC Financial Advisors's IJT Position: Q2 2022 in Review

HC Financial Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2022 at 136 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #212.

HC Financial Advisors first reported a position in IJT in Q1 2020 and has held it in 10 quarters since. The position peaked at $19K in Q4 2021. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

HC Financial Advisors held 136 shares of iShares S&P Small-Cap 600 Growth ETF worth $14K as of Q2 2022.
HC Financial Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2022.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #212 holding.
HC Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $19K in Q4 2021.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.