JSF Financial’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

JSF Financial’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 Q3	–	Sell	-14,674	Closed	-$1.69M	–	107
2023 Q2	$1.69M	Sell	14,674 -1,126	-7%	-$123K	0.6%	30
2023 Q1	$1.74M	Sell	15,800 -2,465	-13%	-$278K	0.65%	32
2022 Q4	$1.97M	Buy	18,265 +13,649	+296%	+$1.5M	0.74%	29
2022 Q3	$469K	Sell	4,616 -113	-2%	-$12.7K	0.18%	75
2022 Q2	$498K	Sell	4,729 -3,716	-44%	-$421K	0.23%	63
2022 Q1	$1.06M	Buy	8,445 +4,465	+112%	+$563K	0.45%	34
2021 Q4	$552K	Buy	3,980 +195	+5%	+$26.5K	0.27%	42
2021 Q3	$492K	Buy	3,785 +139	+4%	+$18.3K	0.24%	43
2021 Q2	$484K	Buy	3,646 +3	+0.1%	+$390	0.29%	42
2021 Q1	$467K	Sell	3,643 -808	-18%	-$103K	0.29%	42
2020 Q4	$508K	Buy	4,451 +7	+0.2%	+$713	0.35%	34
2020 Q3	$392K	Buy	4,444 +6	+0.1%	+$537	0.31%	40
2020 Q2	$377K	Buy	4,438 +6	+0.1%	+$468	0.33%	39
2020 Q1	$305K	Sell	4,432 -2,636	-37%	-$233K	0.31%	46
2019 Q4	$683K	Buy	7,068 +2,652	+60%	+$245K	0.68%	24
2019 Q3	$394K	Sell	4,416 -542	-11%	-$48.9K	0.43%	38
2019 Q2	$452K	Buy	4,958 +8	+0.2%	+$719	0.49%	36
2019 Q1	$442K	Sell	4,950 -192	-4%	-$17K	0.49%	33
2018 Q4	$415K	Buy	+5,142	New	+$458K	0.43%	33

Other funds holding IJT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

JSF Financial's IJT Position: Q3 2023 in Review

JSF Financial sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 14,674 shares — an estimated $1.69M sold.

JSF Financial first reported a position in IJT in Q4 2018 and held it in 19 quarters. The position peaked at $1.97M in Q4 2022. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

JSF Financial reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
JSF Financial sold 14,674 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $1.69M.
JSF Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 19 quarters.
JSF Financial's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.97M in Q4 2022.
615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on JSF Financial's 13F filing for Q3 2023, filed 8 Nov 2023.