Moloney Securities Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Moloney Securities Asset 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	-15,978	Closed	-$2.08M	–	460
2021 Q3	$2.08M	Sell	15,978 -4,821	-23%	-$635K	0.38%	78
2021 Q2	$2.76M	Buy	20,799 +1,374	+7%	+$179K	0.5%	57
2021 Q1	$2.49M	Buy	+19,425	New	+$2.47M	0.49%	66

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 29.18% 1-Year Est. Return

UCFA

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

Moloney Securities Asset Management's IJT Position: Q4 2021 in Review

Moloney Securities Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 15,978 shares — an estimated $2.08M sold.

Moloney Securities Asset Management first reported a position in IJT in Q1 2021 and held it in 3 quarters. The position peaked at $2.76M in Q2 2021. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Moloney Securities Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
Moloney Securities Asset Management sold 15,978 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $2.08M.
Moloney Securities Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 3 quarters.
Moloney Securities Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.76M in Q2 2021.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Moloney Securities Asset Management's 13F filing for Q4 2021, filed 28 Jan 2022.