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

Hedeker Wealth’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	–	Sell	-1,842	Closed	-$239K	–	89
2021 Q3	$239K	Buy	1,842 +83	+5%	+$10.9K	0.07%	85
2021 Q2	$233K	Buy	+1,759	New	+$229K	0.07%	73
2017 Q2	–	Sell	-5,304	Closed	-$405K	–	87
2017 Q1	$405K	Buy	5,304 +476	+10%	+$36.1K	0.38%	75
2016 Q4	$362K	Buy	4,828 +4,496	+1,354%	+$317K	0.3%	90
2016 Q3	$1.22K	Buy	+332	New	+$22.4K	0.06%	97
2016 Q1	–	Sell	-6,304	Closed	-$391K	–	121
2015 Q4	$391K	Sell	6,304 -6,408	-50%	-$406K	0.35%	62
2015 Q3	$764K	Buy	12,712 +11,038	+659%	+$706K	0.66%	43
2015 Q2	$109K	Buy	+1,674	New	+$109K	0.09%	105
2015 Q1	–	Sell	-2,288	Closed	-$140K	–	121
2014 Q4	$140K	Buy	+2,288	New	+$134K	0.11%	95

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

Hedeker Wealth's IJT Position: Q4 2021 in Review

Hedeker Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 1,842 shares — an estimated $239K sold.

Hedeker Wealth first reported a position in IJT in Q4 2014 and held it in 9 quarters. The position peaked at $764K in Q3 2015. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Hedeker Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
Hedeker Wealth sold 1,842 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $239K.
Hedeker Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and held it in 9 quarters.
Hedeker Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $764K in Q3 2015.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Hedeker Wealth's 13F filing for Q4 2021, filed 1 Feb 2022.