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

Piershale 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	–	Sell	-123,336	Closed	-$16M	–	28
2021 Q3	$16M	Sell	123,336 -12,287	-9%	-$1.62M	6.61%	10
2021 Q2	$18M	Sell	135,623 -3,473	-2%	-$452K	7.08%	8
2021 Q1	$17.8M	Buy	+139,096	New	+$17.7M	7.72%	8
2016 Q1	–	Sell	-122	Closed	-$8K	–	167
2015 Q4	$8K	Buy	+122	New	+$7.74K	﹤0.01%	133

Other funds holding IJT

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

UCFA

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

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

Piershale Financial Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 123,336 shares — an estimated $16M sold.

Piershale Financial Group first reported a position in IJT in Q4 2015 and held it in 4 quarters. The position peaked at $18M in Q2 2021. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Piershale Financial Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
Piershale Financial Group sold 123,336 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $16M.
Piershale Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and held it in 4 quarters.
Piershale Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $18M in Q2 2021.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Piershale Financial Group's 13F filing for Q4 2021, filed 21 Jan 2022.