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Kowal Investment Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Kowal Investment Group’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
-261
Closed -$34K – 506
2021
Q3 		$34K Buy
+261
New +$34.4K 0.01% 290

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
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

Kowal Investment Group's IJT Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 261 shares — an estimated $34K sold.

Kowal Investment Group first reported a position in IJT in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 261 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $34K.
  • Kowal Investment Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $34K in Q3 2021.
  • 655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.