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

Private Capital 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
2022 Q2	–	Sell	-7,412	Closed	-$927K	–	1985
2022 Q1	$927K	Buy	7,412 +602	+9%	+$75.9K	0.21%	64
2021 Q4	$945K	Sell	6,810 -1,420	-17%	-$193K	0.2%	72
2021 Q3	$1.07M	Hold	8,230	–	–	0.24%	62
2021 Q2	$1.09M	Hold	8,230	–	–	0.25%	62
2021 Q1	$1.05M	Sell	8,230 -30	-0.4%	-$3.81K	0.26%	61
2020 Q4	$943K	Sell	8,260 -6	-0.1%	-$611	0.17%	87
2020 Q3	$729K	Hold	8,266	–	–	0.15%	101
2020 Q2	$702K	Buy	8,266 +146	+2%	+$11.4K	0.15%	104
2020 Q1	$560K	Buy	8,120 +1,296	+19%	+$114K	0.14%	108
2019 Q4	$659K	Sell	6,824 -100	-1%	-$9.23K	0.14%	96
2019 Q3	$618K	Buy	6,924 +1,440	+26%	+$130K	0.11%	118
2019 Q2	$519K	Sell	5,484 -1,440	-21%	-$129K	0.12%	118
2019 Q1	$618K	Hold	6,924	–	–	0.12%	117
2018 Q4	$559K	Hold	6,924	–	–	0.12%	117
2018 Q3	$699K	Hold	6,924	–	–	0.14%	112
2018 Q2	$655K	Hold	6,924	–	–	0.14%	111
2018 Q1	$602K	Buy	6,924 +150	+2%	+$13.1K	0.13%	113
2017 Q4	$576	Buy	+6,774	New	+$566K	0.14%	112

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

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

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

Private Capital Group's IJT Position: Q2 2022 in Review

Private Capital Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 7,412 shares — an estimated $927K sold.

Private Capital Group first reported a position in IJT in Q4 2017 and held it in 18 quarters. The position peaked at $1.09M in Q2 2021. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Private Capital Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 7,412 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $927K.
Private Capital Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.09M in Q2 2021.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.