Joseph P. Lucia & Associates’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-24	Closed	-$3K	–	253
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	376
2022 Q1	$3K	Buy	+24	New	+$3.02K	﹤0.01%	388
2021 Q4	–	Sell	-24	Closed	-$3K	–	320
2021 Q3	$3K	Hold	24	–	–	﹤0.01%	487
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	488
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	462
2020 Q4	$3K	Buy	+24	New	+$2.45K	﹤0.01%	425
2020 Q3	–	Sell	-24	Closed	-$2K	–	251
2020 Q2	$2K	Hold	24	–	–	﹤0.01%	436
2020 Q1	$2K	Hold	24	–	–	﹤0.01%	396
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	409
2019 Q3	$2K	Hold	24	–	–	﹤0.01%	413
2019 Q2	$2K	Hold	24	–	–	﹤0.01%	407
2019 Q1	$2.19K	Buy	+24	New	+$2.12K	﹤0.01%	299

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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

Joseph P. Lucia & Associates's IJT Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 24 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in IJT in Q1 2019 and held it in 12 quarters. The position peaked at $3K in Q2 2022. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 24 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $3K.
Joseph P. Lucia & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $3K in Q2 2022.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.