LeJeune Puetz Investment Counsel’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$379K	Hold	3,450	–	–	0.14%	124
2022 Q4	$373K	Hold	3,450	–	–	0.14%	124
2022 Q3	$351K	Hold	3,450	–	–	0.14%	120
2022 Q2	$363K	Hold	3,450	–	–	0.14%	119
2022 Q1	$431K	Hold	3,450	–	–	0.15%	119
2021 Q4	$479K	Hold	3,450	–	–	0.16%	118
2021 Q3	$449K	Hold	3,450	–	–	0.16%	117
2021 Q2	$458K	Hold	3,450	–	–	0.17%	114
2021 Q1	$442K	Hold	3,450	–	–	0.17%	114
2020 Q4	$394K	Hold	3,450	–	–	0.17%	113
2020 Q3	$304K	Hold	3,450	–	–	0.15%	116
2020 Q2	$293K	Hold	3,450	–	–	0.15%	115
2020 Q1	$238K	Hold	3,450	–	–	0.14%	125
2019 Q4	$333K	Hold	3,450	–	–	0.16%	122
2019 Q3	$308K	Hold	3,450	–	–	0.16%	118
2019 Q2	$315K	Hold	3,450	–	–	0.16%	116
2019 Q1	$308K	Hold	3,450	–	–	0.17%	116
2018 Q4	$278K	Hold	3,450	–	–	0.17%	117
2018 Q3	$348K	Hold	3,450	–	–	0.2%	110
2018 Q2	$326K	Buy	+3,450	New	+$317K	0.2%	109

Other funds holding IJT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $424B AUM 22.96% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

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

LeJeune Puetz Investment Counsel's IJT Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2023 at 3,450 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #124.

LeJeune Puetz Investment Counsel first reported a position in IJT in Q2 2018 and has held it in 20 quarters since. The position peaked at $479K in Q4 2021. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

LeJeune Puetz Investment Counsel held 3,450 shares of iShares S&P Small-Cap 600 Growth ETF worth $379K as of Q1 2023.
LeJeune Puetz Investment Counsel left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2023.
iShares S&P Small-Cap 600 Growth ETF made up 0.14% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #124 holding.
LeJeune Puetz Investment Counsel first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and has held it in 20 quarters since.
LeJeune Puetz Investment Counsel's iShares S&P Small-Cap 600 Growth ETF position peaked at $479K in Q4 2021.
617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.