Mid Atlantic Financial Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Mid Atlantic Financial 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 Q3	$849K	Sell	6,527 -184	-3%	-$24.3K	0.06%	300
2021 Q2	$890K	Buy	6,711 +903	+16%	+$118K	0.06%	283
2021 Q1	$745K	Buy	5,808 +3,413	+143%	+$434K	0.05%	329
2020 Q4	$273K	Buy	+2,395	New	+$244K	0.02%	616

Other funds holding IJT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $16.3B AUM 16.34% 1-Year Est. Return

Mid Atlantic Financial Management's IJT Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.7% in Q3 2021, selling an estimated $24.3K and leaving 6,527 shares worth $849K. The position accounts for 0.06% of the portfolio, ranked #300.

Mid Atlantic Financial Management first reported a position in IJT in Q4 2020 and has held it in 4 quarters since. The position peaked at $890K in Q2 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2021.

Mid Atlantic Financial Management held 6,527 shares of iShares S&P Small-Cap 600 Growth ETF worth $849K as of Q3 2021.
Mid Atlantic Financial Management sold 184 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2021, an estimated $24.3K.
iShares S&P Small-Cap 600 Growth ETF made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #300 holding.
Mid Atlantic Financial Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 4 quarters since.
Mid Atlantic Financial Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $890K in Q2 2021.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.