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

High Falls 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
2023 Q1	–	Sell	-1,907	Closed	-$206K	–	114
2022 Q4	$206K	Buy	+1,907	New	+$210K	0.06%	109
2016 Q3	–	Sell	-1,210	Closed	-$75K	–	97
2016 Q2	$75K	Hold	1,210	–	–	0.02%	100
2016 Q1	$75K	Hold	1,210	–	–	0.03%	106
2015 Q4	$75K	Buy	+1,210	New	+$76.7K	0.02%	100

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 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

High Falls Advisors's IJT Position: Q1 2023 in Review

High Falls Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 1,907 shares — an estimated $206K sold.

High Falls Advisors first reported a position in IJT in Q4 2015 and held it in 4 quarters. The position peaked at $206K in Q4 2022. 616 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

High Falls Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
High Falls Advisors sold 1,907 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $206K.
High Falls Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and held it in 4 quarters.
High Falls Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $206K in Q4 2022.
616 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on High Falls Advisors's 13F filing for Q1 2023, filed 15 May 2023.