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Next Financial Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Next Financial Group’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 		$540K Sell
3,891
-87
-2% -$11.8K 0.04% 513
2021
Q3 		$517K Buy
3,978
+159
+4% +$21K 0.04% 451
2021
Q2 		$506K Sell
3,819
-2,683
-41% -$349K 0.04% 463
2021
Q1 		$834K Sell
6,502
-1,972
-23% -$251K 0.07% 279
2020
Q4 		$968K Sell
8,474
-3,270
-28% -$333K 0.09% 224
2020
Q3 		$1.04M Sell
11,744
-17,696
-60% -$1.58M 0.11% 193
2020
Q2 		$2.5M Buy
29,440
+310
+1% +$24.2K 0.29% 89
2020
Q1 		$2.01M Buy
29,130
+1,430
+5% +$126K 0.26% 87
2019
Q4 		$2.68M Sell
27,700
-2,802
-9% -$259K 0.28% 82
2019
Q3 		$2.72M Buy
30,502
+86
+0.3% +$7.76K 0.3% 72
2019
Q2 		$2.77M Buy
30,416
+29,768
+4,594% +$2.68M 0.3% 74
2019
Q1 		$58K Sell
648
-25,612
-98% -$2.26M 0.01% 688
2018
Q4 		$2.12M Buy
26,260
+25,668
+4,336% +$2.29M 0.44% 49
2018
Q3 		$60K Sell
592
-2,116
-78% -$213K 0.03% 498
2018
Q2 		$256K Sell
2,708
-25,568
-90% -$2.35M 0.1% 232
2018
Q1 		$2.46M Buy
+28,276
New +$2.46M 0.52% 45
2017
Q4 		– Sell
-1,426
Closed -$118K – 788
2017
Q3 		$118K Sell
1,426
-538
-27% -$42K 0.03% 441
2017
Q2 		$153K Buy
1,964
+618
+46% +$47.5K 0.04% 428
2017
Q1 		$104K Sell
1,346
-8,692
-87% -$659K 0.03% 481
2016
Q4 		$753K Buy
10,038
+1,056
+12% +$74.5K 0.13% 177
2016
Q3 		$616K Buy
8,982
+6,952
+342% +$469K 0.11% 202
2016
Q2 		$130K Buy
2,030
+1,108
+120% +$69.7K 0.04% 392
2016
Q1 		$57K Hold
922
– – 0.02% 587
2015
Q4 		$57K Sell
922
-250
-21% -$15.9K 0.02% 585
2015
Q3 		$70K Buy
1,172
+424
+57% +$27.1K 0.03% 537
2015
Q2 		$48K Buy
748
+250
+50% +$16.3K 0.02% 679
2015
Q1 		$32K Buy
498
+232
+87% +$14.5K 0.01% 819
2014
Q4 		$16K Sell
266
-7,700
-97% -$451K 0.01% 1060
2014
Q3 		$448K Buy
+7,966
New +$465K 0.09% 254

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 $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Next Financial Group's IJT Position: Q4 2021 in Review

Next Financial Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.2% in Q4 2021, selling an estimated $11.8K and leaving 3,891 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #513.

Next Financial Group first reported a position in IJT in Q3 2014 and has held it in 29 quarters since. The position peaked at $2.77M in Q2 2019. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

  • Next Financial Group held 3,891 shares of iShares S&P Small-Cap 600 Growth ETF worth $540K as of Q4 2021.
  • Next Financial Group sold 87 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $11.8K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #513 holding.
  • Next Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.77M in Q2 2019.
  • 655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.