Kore Private Wealth’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Kore Private Wealth’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 Q4	–	Sell	-2,268	Closed	-$295K	–	383
2021 Q3	$295K	Hold	2,268	–	–	0.03%	335
2021 Q2	$301K	Hold	2,268	–	–	0.03%	316
2021 Q1	$291K	Hold	2,268	–	–	0.04%	278
2020 Q4	$259K	Sell	2,268 -150	-6%	-$15.3K	0.04%	263
2020 Q3	$213K	Sell	2,418 -4,706	-66%	-$421K	0.04%	241
2020 Q2	$604K	Hold	7,124	–	–	0.12%	117
2020 Q1	$491K	Hold	7,124	–	–	0.12%	116
2019 Q4	$689K	Hold	7,124	–	–	0.13%	116
2019 Q3	$623K	Sell	7,124 -500	-7%	-$45.1K	0.14%	115
2019 Q2	$696K	Buy	7,624 +1,132	+17%	+$102K	0.16%	109
2019 Q1	$579K	Buy	+6,492	New	+$574K	0.13%	111

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

Kore Private Wealth's IJT Position: Q4 2021 in Review

Kore Private Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 2,268 shares — an estimated $295K sold.

Kore Private Wealth first reported a position in IJT in Q1 2019 and held it in 11 quarters. The position peaked at $696K in Q2 2019. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Kore Private Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 2,268 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $295K.
Kore Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 11 quarters.
Kore Private Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $696K in Q2 2019.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.