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

Pinnacle Family Advisors’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	-1,891	Closed	-$246K	–	132
2021 Q3	$246K	Sell	1,891 -86,495	-98%	-$11.4M	0.11%	120
2021 Q2	$11.7M	Buy	88,386 +14,998	+20%	+$1.95M	5.12%	4
2021 Q1	$9.41M	Buy	+73,388	New	+$9.32M	4.94%	6
2019 Q1	–	Sell	-120,698	Closed	-$9.74M	–	75
2018 Q4	$9.74M	Sell	120,698 -51,260	-30%	-$4.57M	6.55%	4
2018 Q3	$17.3M	Buy	171,958 +72,700	+73%	+$7.31M	9.16%	3
2018 Q2	$9.38M	Buy	+99,258	New	+$9.11M	4.99%	6
2018 Q1	–	Sell	-136,900	Closed	-$11.6M	–	69
2017 Q4	$11.6M	Buy	+136,900	New	+$11.4M	5.37%	3
2017 Q2	–	Sell	-218,940	Closed	-$16.8M	–	73
2017 Q1	$16.8M	Buy	218,940 +62,380	+40%	+$4.73M	10.37%	3
2016 Q4	$11.7M	Buy	+156,560	New	+$11M	7.19%	3

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 29.18% 1-Year Est. Return

UCFA

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

Pinnacle Family Advisors's IJT Position: Q4 2021 in Review

Pinnacle Family Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 1,891 shares — an estimated $246K sold.

Pinnacle Family Advisors first reported a position in IJT in Q4 2016 and held it in 9 quarters. The position peaked at $17.3M in Q3 2018. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Pinnacle Family Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
Pinnacle Family Advisors sold 1,891 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $246K.
Pinnacle Family Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and held it in 9 quarters.
Pinnacle Family Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $17.3M in Q3 2018.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Pinnacle Family Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.