One Advisory Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

One Advisory Partners’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
2023 Q1	–	Sell	-3,251	Closed	-$351K	–	49
2022 Q4	$351K	Buy	3,251 +46	+1%	+$5.06K	0.22%	39
2022 Q3	$326K	Buy	3,205 +213	+7%	+$23.9K	0.22%	37
2022 Q2	$315K	Sell	2,992 -227	-7%	-$25.7K	0.21%	37
2022 Q1	$403K	Sell	3,219 -1,602	-33%	-$202K	0.23%	29
2021 Q4	$669K	Buy	4,821 +747	+18%	+$102K	0.38%	25
2021 Q3	$530K	Buy	4,074 +268	+7%	+$35.3K	0.33%	25
2021 Q2	$505K	Sell	3,806 -8	-0.2%	-$1.04K	0.31%	24
2021 Q1	$489K	Sell	3,814 -552	-13%	-$70.1K	0.32%	24
2020 Q4	$499K	Sell	4,366 -3,174	-42%	-$323K	0.34%	20
2020 Q3	$665K	Buy	+7,540	New	+$674K	0.5%	21

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

One Advisory Partners's IJT Position: Q1 2023 in Review

One Advisory Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 3,251 shares — an estimated $351K sold.

One Advisory Partners first reported a position in IJT in Q3 2020 and held it in 10 quarters. The position peaked at $669K in Q4 2021. 616 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

One Advisory Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
One Advisory Partners sold 3,251 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $351K.
One Advisory Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and held it in 10 quarters.
One Advisory Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $669K in Q4 2021.
616 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on One Advisory Partners's 13F filing for Q1 2023, filed 12 Apr 2023.