ONST
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Old North State Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Old North State Trust’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
Q3 		– Sell
-564
Closed -$75K – 345
2021
Q2 		$75K Hold
564
– – 0.06% 173
2021
Q1 		$72K Hold
564
– – 0.06% 169
2020
Q4 		$64K Sell
564
-110
-16% -$11.2K 0.05% 176
2020
Q3 		$59K Buy
+674
New +$60.3K 0.04% 183
2020
Q2 		– Sell
-674
Closed -$46K – 126
2020
Q1 		$46K Hold
674
– – 0.03% 113
2019
Q4 		$65K Hold
674
– – 0.04% 188
2019
Q3 		$60K Hold
674
– – 0.04% 200
2019
Q2 		$61K Hold
674
– – 0.04% 195
2019
Q1 		$60K Hold
674
– – 0.04% 196
2018
Q4 		$54K Hold
674
– – 0.06% 189
2018
Q3 		$67K Buy
+674
New +$67.7K 0.06% 185

Other funds holding IJT

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Bank of America
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PNC Financial Services Group
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $376B 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 $16.2B AUM 16.34% 1-Year Est. Return