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Pathstone Family Office’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Pathstone Family Office’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
-232
Closed -$588K – 1296
2022
Q4 		$588K Buy
+232
New +$25.5K 0.01% 636
2022
Q3 		– Sell
-2,091
Closed -$220K – 1253
2022
Q2 		$220K Buy
+2,091
New +$237K ﹤0.01% 923
2021
Q1 		– Sell
-1,562
Closed -$178K – 986
2020
Q4 		$178K Buy
1,562
+182
+13% +$18.5K 0.01% 275
2020
Q3 		$121K Buy
1,380
+2
+0.1% +$179 0.01% 252
2020
Q2 		$117K Buy
1,378
+2
+0.1% +$156 0.01% 207
2020
Q1 		$95K Buy
1,376
+4
+0.3% +$353 0.01% 228
2019
Q4 		$133K Buy
1,372
+2
+0.1% +$185 0.01% 188
2019
Q3 		$122K Buy
1,370
+4
+0.3% +$361 0.02% 186
2019
Q2 		$124K Buy
1,366
+2
+0.1% +$180 0.01% 239
2019
Q1 		$122K Buy
1,364
+234
+21% +$20.7K 0.02% 217
2018
Q4 		$91K Buy
1,130
+4
+0.4% +$356 0.03% 139
2018
Q3 		$114K Buy
1,126
+2
+0.2% +$201 0.04% 75
2018
Q2 		$106K Buy
1,124
+2
+0.2% +$184 0.08% 63
2018
Q1 		$98K Buy
+1,122
New +$97.8K 0.05% 72

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
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

Pathstone Family Office's IJT Position: Q1 2023 in Review

Pathstone Family Office sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 232 shares — an estimated $588K sold.

Pathstone Family Office first reported a position in IJT in Q1 2018 and held it in 14 quarters. The position peaked at $588K in Q4 2022. 616 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

  • Pathstone Family Office reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 232 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $588K.
  • Pathstone Family Office first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and held it in 14 quarters.
  • Pathstone Family Office's iShares S&P Small-Cap 600 Growth ETF position peaked at $588K in Q4 2022.
  • 616 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.