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

Reilly Financial 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	$31K	Hold	220	–	–	﹤0.01%	488
2021 Q3	$29K	Buy	220 +160	+267%	+$21.1K	﹤0.01%	462
2021 Q2	$8K	Hold	60	–	–	﹤0.01%	730
2021 Q1	$8K	Hold	60	–	–	﹤0.01%	734
2020 Q4	$7K	Hold	60	–	–	﹤0.01%	672
2020 Q3	$5K	Hold	60	–	–	﹤0.01%	666
2020 Q2	$5K	Hold	60	–	–	﹤0.01%	703
2020 Q1	$4K	Hold	60	–	–	﹤0.01%	714
2019 Q4	$6K	Hold	60	–	–	﹤0.01%	711
2019 Q3	$5K	Hold	60	–	–	﹤0.01%	742
2019 Q2	$5K	Hold	60	–	–	﹤0.01%	773
2019 Q1	$5K	Hold	60	–	–	﹤0.01%	788
2018 Q4	$5K	Hold	60	–	–	﹤0.01%	751
2018 Q3	$6K	Hold	60	–	–	﹤0.01%	796
2018 Q2	$6K	Hold	60	–	–	﹤0.01%	772
2018 Q1	$5K	Hold	60	–	–	﹤0.01%	774
2017 Q4	$5K	Hold	60	–	–	﹤0.01%	774
2017 Q3	$5K	Hold	60	–	–	﹤0.01%	754
2017 Q2	$5K	Buy	+60	New	+$4.61K	﹤0.01%	764
2015 Q3	–	Sell	-4	Closed	–	–	1342
2015 Q2	$0	Buy	+4	New	+$261	﹤0.01%	1389
2013 Q4	–	Sell	-240	Closed	-$13K	–	852
2013 Q3	$13K	Buy	+240	New	+$12.5K	﹤0.01%	413

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Reilly Financial Advisors's IJT Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2021 at 220 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Reilly Financial Advisors first reported a position in IJT in Q3 2013 and has held it in 21 quarters since. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Reilly Financial Advisors held 220 shares of iShares S&P Small-Cap 600 Growth ETF worth $31K as of Q4 2021.
Reilly Financial Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2021.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #488 holding.
Reilly Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2013 and has held it in 21 quarters since.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.