Kelman-Lazarov Inc’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Kelman-Lazarov Inc’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	-1,800	Closed	-$225K	–	85
2022 Q1	$225K	Hold	1,800	–	–	0.07%	77
2021 Q4	$250K	Hold	1,800	–	–	0.08%	76
2021 Q3	$234K	Hold	1,800	–	–	0.08%	75
2021 Q2	$239K	Hold	1,800	–	–	0.08%	74
2021 Q1	$231K	Hold	1,800	–	–	0.08%	77
2020 Q4	$206K	Buy	+1,800	New	+$183K	0.08%	82
2017 Q1	–	Sell	-1,800	Closed	-$135K	–	165
2016 Q4	$135K	Hold	1,800	–	–	0.08%	124
2016 Q3	$123K	Hold	1,800	–	–	0.07%	133
2016 Q2	$116K	Hold	1,800	–	–	0.07%	137
2016 Q1	$112K	Buy	+1,800	New	+$105K	0.07%	145

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

UCFA

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

Kelman-Lazarov Inc's IJT Position: Q2 2022 in Review

Kelman-Lazarov Inc sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 1,800 shares — an estimated $225K sold.

Kelman-Lazarov Inc first reported a position in IJT in Q1 2016 and held it in 10 quarters. The position peaked at $250K in Q4 2021. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Kelman-Lazarov Inc reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
Kelman-Lazarov Inc sold 1,800 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $225K.
Kelman-Lazarov Inc first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2016 and held it in 10 quarters.
Kelman-Lazarov Inc's iShares S&P Small-Cap 600 Growth ETF position peaked at $250K in Q4 2021.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2022, filed 8 Aug 2022.