McDonald Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

McDonald Partners’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
2022 Q3	–	Sell	-2,629	Closed	-$277K	–	254
2022 Q2	$277K	Hold	2,629	–	–	0.07%	243
2022 Q1	$329K	Buy	2,629 +2,616	+20,123%	+$330K	0.07%	244
2021 Q4	$1.8K	Sell	13 -2,345	-99%	-$319K	﹤0.01%	368
2021 Q3	$307K	Sell	2,358 -89	-4%	-$11.7K	0.07%	246
2021 Q2	$324K	Buy	2,447 +1	+0%	+$130	0.08%	239
2021 Q1	$314K	Sell	2,446 -670	-22%	-$85.1K	0.08%	234
2020 Q4	$356K	Buy	+3,116	New	+$318K	0.1%	204

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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

UCFA

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

McDonald Partners's IJT Position: Q3 2022 in Review

McDonald Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 2,629 shares — an estimated $277K sold.

McDonald Partners first reported a position in IJT in Q4 2020 and held it in 7 quarters. The position peaked at $356K in Q4 2020. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

McDonald Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
McDonald Partners sold 2,629 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $277K.
McDonald Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 7 quarters.
McDonald Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $356K in Q4 2020.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.