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Hirtle Callaghan & Co’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Hirtle Callaghan & Co’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 		– Sell
-3,241
Closed -$405K – 134
2022
Q1 		$405K Buy
3,241
+513
+19% +$64.7K 0.02% 97
2021
Q4 		$379K Buy
+2,728
New +$371K 0.02% 72

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
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

Hirtle Callaghan & Co's IJT Position: Q2 2022 in Review

Hirtle Callaghan & Co sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 3,241 shares — an estimated $405K sold.

Hirtle Callaghan & Co first reported a position in IJT in Q4 2021 and held it in 2 quarters. The position peaked at $405K in Q1 2022. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

  • Hirtle Callaghan & Co reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 3,241 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $405K.
  • Hirtle Callaghan & Co first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 2 quarters.
  • Hirtle Callaghan & Co's iShares S&P Small-Cap 600 Growth ETF position peaked at $405K in Q1 2022.
  • 613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2022, filed 15 Aug 2022.