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

Meristem Family Wealth’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 Q1	$479K	Sell	3,830 -984	-20%	-$124K	0.05%	188
2021 Q4	$668K	Sell	4,814 -910	-16%	-$124K	0.06%	181
2021 Q3	$744K	Buy	5,724 +1,308	+30%	+$172K	0.07%	169
2021 Q2	$586K	Hold	4,416	–	–	0.09%	155
2021 Q1	$566K	Hold	4,416	–	–	0.11%	118
2020 Q4	$504K	Hold	4,416	–	–	0.11%	121
2020 Q3	$390K	Hold	4,416	–	–	0.1%	121
2020 Q2	$375K	Hold	4,416	–	–	0.1%	120
2020 Q1	$304K	Buy	4,416 +586	+15%	+$51.7K	0.09%	131
2019 Q4	$370K	Hold	3,830	–	–	0.09%	132
2019 Q3	$342K	Buy	+3,830	New	+$346K	0.09%	128

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $18.2B AUM 22.02% 1-Year Est. Return

Meristem Family Wealth's IJT Position: Q1 2022 in Review

Meristem Family Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 20% in Q1 2022, selling an estimated $124K and leaving 3,830 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #188.

Meristem Family Wealth first reported a position in IJT in Q3 2019 and has held it in 11 quarters since. The position peaked at $744K in Q3 2021. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

Meristem Family Wealth held 3,830 shares of iShares S&P Small-Cap 600 Growth ETF worth $479K as of Q1 2022.
Meristem Family Wealth sold 984 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $124K.
iShares S&P Small-Cap 600 Growth ETF made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #188 holding.
Meristem Family Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2019 and has held it in 11 quarters since.
Meristem Family Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $744K in Q3 2021.
636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.