Relaxing Retirement Coach’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Relaxing Retirement Coach’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 Q1	–	Sell	-1,500	Closed	-$208K	–	58
2021 Q4	$208K	Buy	+1,500	New	+$204K	0.12%	56
2020 Q4	–	Sell	-3,000	Closed	-$264K	–	52
2020 Q3	$264K	Buy	+3,000	New	+$268K	0.12%	52
2020 Q1	–	Sell	-2,112	Closed	-$204K	–	51
2019 Q4	$204K	Buy	+2,112	New	+$195K	0.06%	52
2018 Q4	–	Sell	-2,466	Closed	-$248K	–	52
2018 Q3	$248K	Hold	2,466	–	–	0.07%	51
2018 Q2	$233K	Hold	2,466	–	–	0.07%	47
2018 Q1	$214K	Hold	2,466	–	–	0.07%	55
2017 Q4	$210K	Buy	+2,466	New	+$206K	0.07%	53

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Relaxing Retirement Coach's IJT Position: Q1 2022 in Review

Relaxing Retirement Coach sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 1,500 shares — an estimated $208K sold.

Relaxing Retirement Coach first reported a position in IJT in Q4 2017 and held it in 7 quarters. The position peaked at $264K in Q3 2020. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

Relaxing Retirement Coach reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
Relaxing Retirement Coach sold 1,500 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $208K.
Relaxing Retirement Coach first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 7 quarters.
Relaxing Retirement Coach's iShares S&P Small-Cap 600 Growth ETF position peaked at $264K in Q3 2020.
636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Relaxing Retirement Coach's 13F filing for Q1 2022, filed 6 May 2022.