Rockbridge Investment Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Rockbridge Investment Management’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	-2	Closed	-$254	–	724
2022 Q1	$254	Sell	2 -668	-100%	-$84.2K	﹤0.01%	783
2021 Q4	$93K	Hold	670	–	–	0.01%	263
2021 Q3	$87K	Hold	670	–	–	0.01%	252
2021 Q2	$89K	Hold	670	–	–	0.02%	242
2021 Q1	$86K	Hold	670	–	–	0.02%	230
2020 Q4	$77K	Hold	670	–	–	0.02%	235
2020 Q3	$59K	Sell	670 -164	-20%	-$14.7K	0.01%	250
2020 Q2	$71K	Buy	+834	New	+$65K	0.02%	201

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 22.9% 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 29.18% 1-Year Est. Return

UCFA

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

Rockbridge Investment Management's IJT Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 2 shares — an estimated $254 sold.

Rockbridge Investment Management first reported a position in IJT in Q2 2020 and held it in 8 quarters. The position peaked at $93K in Q4 2021. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Rockbridge Investment Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 2 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $254.
Rockbridge Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $93K in Q4 2021.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.