Nachman Norwood & Parrott’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Nachman Norwood & Parrott’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 Q2	$3.07M	Buy	23,134 +12	+0.1%	+$1.56K	0.31%	69
2021 Q1	$2.96M	Sell	23,122 -58	-0.3%	-$7.37K	0.33%	66
2020 Q4	$2.65M	Sell	23,180 -288	-1%	-$29.4K	0.31%	66
2020 Q3	$2.07M	Sell	23,468 -10	-0%	-$894	0.28%	75
2020 Q2	$1.99M	Sell	23,478 -2,296	-9%	-$179K	0.33%	70
2020 Q1	$1.78M	Sell	25,774 -1,138	-4%	-$100K	0.36%	66
2019 Q4	$2.6M	Sell	26,912 -206	-0.8%	-$19K	0.43%	51
2019 Q3	$2.42M	Sell	27,118 -584	-2%	-$52.7K	0.43%	52
2019 Q2	$2.53M	Sell	27,702 -90	-0.3%	-$8.09K	0.45%	47
2019 Q1	$2.48M	Sell	27,792 -842	-3%	-$74.4K	0.46%	49
2018 Q4	$2.31M	Buy	+28,634	New	+$2.55M	0.48%	47

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 $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 $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 29.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Nachman Norwood & Parrott's IJT Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.05% in Q2 2021, buying an estimated $1.56K and bringing the position to 23,134 shares worth $3.07M. The position accounts for 0.31% of the portfolio, ranked #69.

Nachman Norwood & Parrott first reported a position in IJT in Q4 2018 and has held it in 11 quarters since. 598 funds tracked by Wall St. Rank hold IJT as of Q2 2021.

Nachman Norwood & Parrott held 23,134 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.07M as of Q2 2021.
Nachman Norwood & Parrott bought 12 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2021, an estimated $1.56K.
iShares S&P Small-Cap 600 Growth ETF made up 0.31% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #69 holding.
Nachman Norwood & Parrott first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 11 quarters since.
598 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.