Newman & Schimel’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Newman & Schimel’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 Q4	$251K	Buy	2,319 +15	+0.7%	+$1.65K	0.11%	45
2022 Q3	$234K	Hold	2,304	–	–	0.12%	40
2022 Q2	$243K	Buy	2,304 +9	+0.4%	+$1.02K	0.12%	41
2022 Q1	$287K	Hold	2,295	–	–	0.19%	38
2021 Q4	$319K	Sell	2,295 -800	-26%	-$109K	0.18%	38
2021 Q3	$403K	Buy	3,095 +8	+0.3%	+$1.05K	0.25%	34
2021 Q2	$409K	Buy	3,087 +3	+0.1%	+$390	0.26%	34
2021 Q1	$395K	Buy	3,084 +4	+0.1%	+$508	0.26%	33
2020 Q4	$352K	Buy	+3,080	New	+$314K	0.29%	36

Other funds holding IJT

CSA

Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Newman & Schimel's IJT Position: Q4 2022 in Review

Newman & Schimel increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.65% in Q4 2022, buying an estimated $1.65K and bringing the position to 2,319 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #45.

Newman & Schimel first reported a position in IJT in Q4 2020 and has held it in 9 quarters since. The position peaked at $409K in Q2 2021. 641 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

Newman & Schimel held 2,319 shares of iShares S&P Small-Cap 600 Growth ETF worth $251K as of Q4 2022.
Newman & Schimel bought 15 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $1.65K.
iShares S&P Small-Cap 600 Growth ETF made up 0.11% of Newman & Schimel's portfolio in Q4 2022, its #45 holding.
Newman & Schimel first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 9 quarters since.
Newman & Schimel's iShares S&P Small-Cap 600 Growth ETF position peaked at $409K in Q2 2021.
641 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.