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

Mosaic 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
2021
Q4 		$291K Buy
2,095
+272
+15% +$37K 0.08% 139
2021
Q3 		$237K Sell
1,823
-8
-0.4% -$1.05K 0.07% 152
2021
Q2 		$243K Sell
1,831
-221
-11% -$28.8K 0.07% 147
2021
Q1 		$263K Sell
2,052
-140
-6% -$17.8K 0.08% 132
2020
Q4 		$250K Buy
+2,192
New +$223K 0.08% 130
2020
Q1 		– Sell
-2,198
Closed -$212K – 146
2019
Q4 		$212K Buy
+2,198
New +$203K 0.09% 143
2019
Q3 		– Sell
-2,242
Closed -$205K – 173
2019
Q2 		$205K Sell
2,242
-42
-2% -$3.78K 0.09% 163
2019
Q1 		$204K Buy
2,284
+10
+0.4% +$884 0.08% 154
2018
Q4 		$183K Buy
2,274
+2
+0.1% +$178 0.08% 156
2018
Q3 		$204K Sell
2,272
-248
-10% -$24.9K 0.08% 152
2018
Q2 		$238K Sell
2,520
-10
-0.4% -$918 0.09% 150
2018
Q1 		$220K Sell
2,530
-90
-3% -$7.84K 0.08% 153
2017
Q4 		$223K Buy
2,620
+56
+2% +$4.68K 0.08% 157
2017
Q3 		$211K Buy
2,564
+118
+5% +$9.2K 0.08% 179
2017
Q2 		$191K Sell
2,446
-206
-8% -$15.8K 0.08% 181
2017
Q1 		$203K Sell
2,652
-260
-9% -$19.7K 0.09% 171
2016
Q4 		$218K Sell
2,912
-170
-6% -$12K 0.1% 157
2016
Q3 		$211K Sell
3,082
-512
-14% -$34.6K 0.1% 162
2016
Q2 		$231K Sell
3,594
-448
-11% -$28.2K 0.11% 150
2016
Q1 		$251K Sell
4,042
-9,836
-71% -$573K 0.12% 129
2015
Q4 		$862K Buy
+13,878
New +$880K 0.38% 46

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
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

Mosaic Family Wealth's IJT Position: Q4 2021 in Review

Mosaic Family Wealth increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 15% in Q4 2021, buying an estimated $37K and bringing the position to 2,095 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #139.

Mosaic Family Wealth first reported a position in IJT in Q4 2015 and has held it in 21 quarters since. The position peaked at $862K in Q4 2015. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

  • Mosaic Family Wealth held 2,095 shares of iShares S&P Small-Cap 600 Growth ETF worth $291K as of Q4 2021.
  • Mosaic Family Wealth bought 272 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $37K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.08% of Mosaic Family Wealth's portfolio in Q4 2021, its #139 holding.
  • Mosaic Family Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and has held it in 21 quarters since.
  • Mosaic Family Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $862K in Q4 2015.
  • 655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.