Investment Management of Virginia’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Investment Management of Virginia’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	$2.79M	Sell	25,348 -1,716	-6%	-$193K	0.53%	63
2022 Q4	$2.92M	Buy	27,064 +538	+2%	+$59.1K	0.57%	62
2022 Q3	$2.7M	Buy	26,526 +1,686	+7%	+$189K	0.58%	62
2022 Q2	$2.62M	Sell	24,840 -2,300	-8%	-$261K	0.54%	64
2022 Q1	$3.4M	Sell	27,140 -270	-1%	-$34K	0.6%	67
2021 Q4	$3.81M	Buy	+27,410	New	+$3.73M	0.61%	54

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Investment Management of Virginia's IJT Position: Q1 2023 in Review

Investment Management of Virginia reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6.3% in Q1 2023, selling an estimated $193K and leaving 25,348 shares worth $2.79M. The position accounts for 0.53% of the portfolio, ranked #63.

Investment Management of Virginia first reported a position in IJT in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.81M in Q4 2021. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

Investment Management of Virginia held 25,348 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.79M as of Q1 2023.
Investment Management of Virginia sold 1,716 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $193K.
iShares S&P Small-Cap 600 Growth ETF made up 0.53% of Investment Management of Virginia's portfolio in Q1 2023, its #63 holding.
Investment Management of Virginia first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 6 quarters since.
Investment Management of Virginia's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.81M in Q4 2021.
617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.