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

Mattern 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	-71,603	Closed	-$9.31M	–	173
2021 Q3	$9.31M	Sell	71,603 -540	-0.7%	-$71.2K	3.13%	6
2021 Q2	$9.1M	Sell	72,143 -2,080	-3%	-$271K	2.9%	9
2021 Q1	$9.52M	Buy	+74,223	New	+$9.43M	3.35%	7
2020 Q1	–	Sell	-6,164	Closed	-$596K	–	128
2019 Q4	$596K	Buy	+6,164	New	+$569K	0.36%	85

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 29.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Mattern Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 71,603 shares — an estimated $9.31M sold.

Mattern Wealth Management first reported a position in IJT in Q4 2019 and held it in 4 quarters. The position peaked at $9.52M in Q1 2021. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Mattern Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
Mattern Wealth Management sold 71,603 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $9.31M.
Mattern Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 4 quarters.
Mattern Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.52M in Q1 2021.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Mattern Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.