Jacobi Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Jacobi Capital Management’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 Q2	–	Sell	-22	Closed	-$3K	–	1407
2021 Q1	$3K	Hold	22	–	–	﹤0.01%	1203
2020 Q4	$3K	Hold	22	–	–	﹤0.01%	1108
2020 Q3	$2K	Sell	22 -172	-89%	-$15.4K	﹤0.01%	1099
2020 Q2	$3K	Buy	194 +158	+439%	+$12.3K	﹤0.01%	995
2020 Q1	$2K	Buy	36 +22	+157%	+$1.94K	﹤0.01%	962
2019 Q4	$1K	Buy	+14	New	+$1.29K	﹤0.01%	1012

Other funds holding IJT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Jacobi Capital Management's IJT Position: Q2 2021 in Review

Jacobi Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2021, closing a stake of 22 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in IJT in Q4 2019 and held it in 6 quarters. The position peaked at $3K in Q1 2021. 598 funds tracked by Wall St. Rank hold IJT as of Q2 2021.

Jacobi Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2021 after selling out during the quarter.
Jacobi Capital Management sold 22 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2021, an estimated $3K.
Jacobi Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 6 quarters.
Jacobi Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $3K in Q1 2021.
598 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2021.

Based on Jacobi Capital Management's 13F filing for Q2 2021, filed 12 Aug 2021.