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

Liberty Wealth Management’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	-88	Closed	-$12K	–	610
2021 Q3	$12K	Buy	88 +44	+100%	+$5.8K	﹤0.01%	788
2021 Q2	$6K	Hold	44	–	–	﹤0.01%	759
2021 Q1	$5K	Hold	44	–	–	﹤0.01%	697
2020 Q4	$5K	Hold	44	–	–	﹤0.01%	692
2020 Q3	$4K	Hold	44	–	–	﹤0.01%	654
2020 Q2	$4K	Hold	44	–	–	﹤0.01%	649
2020 Q1	$3K	Hold	44	–	–	﹤0.01%	675
2019 Q4	$4K	Hold	44	–	–	﹤0.01%	695
2019 Q3	$4K	Hold	44	–	–	﹤0.01%	670
2019 Q2	$4K	Hold	44	–	–	﹤0.01%	693
2019 Q1	$3K	Hold	44	–	–	﹤0.01%	591
2018 Q4	$3K	Buy	+44	New	+$3.92K	﹤0.01%	632

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 22.9% 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

Liberty Wealth Management's IJT Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 88 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in IJT in Q4 2018 and held it in 12 quarters. The position peaked at $12K in Q3 2021. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Liberty Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 88 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $12K.
Liberty Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $12K 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 Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.