Parcion Private Wealth’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Parcion Private Wealth’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 Q1	–	Sell	-6,382	Closed	-$852K	–	198
2021 Q4	$852K	Sell	6,382 -17,176	-73%	-$2.34M	0.08%	111
2021 Q3	$3.12M	Buy	23,558 +15	+0.1%	+$1.98K	0.28%	80
2021 Q2	$3.12M	Buy	23,543 +5	+0%	+$651	0.31%	78
2021 Q1	$3.02M	Sell	23,538 -4,508	-16%	-$573K	0.34%	77
2020 Q4	$3.2M	Buy	28,046 +20	+0.1%	+$2.04K	0.42%	56
2020 Q3	$2.52M	Sell	28,026 -14,012	-33%	-$1.25M	0.38%	61
2020 Q2	$3.58M	Sell	42,038 -97,532	-70%	-$7.6M	0.61%	25
2020 Q1	$9.62M	Buy	139,570 +37,836	+37%	+$3.34M	2.65%	9
2019 Q4	$9.83M	Buy	+101,734	New	+$9.39M	2.15%	11

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Parcion Private Wealth's IJT Position: Q1 2022 in Review

Parcion Private Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 6,382 shares — an estimated $852K sold.

Parcion Private Wealth first reported a position in IJT in Q4 2019 and held it in 9 quarters. The position peaked at $9.83M in Q4 2019. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

Parcion Private Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
Parcion Private Wealth sold 6,382 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $852K.
Parcion Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 9 quarters.
Parcion Private Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.83M in Q4 2019.
636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Parcion Private Wealth's 13F filing for Q1 2022, filed 6 May 2022.