Sargent Bickham Lagudis’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Sargent Bickham Lagudis’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 Q4	$7.46K	Hold	69	–	–	﹤0.01%	762
2022 Q3	$7K	Hold	69	–	–	﹤0.01%	743
2022 Q2	$7K	Hold	69	–	–	﹤0.01%	744
2022 Q1	$9K	Hold	69	–	–	﹤0.01%	726
2021 Q4	$10K	Buy	69 +15	+28%	+$2.04K	﹤0.01%	711
2021 Q3	$7K	Hold	54	–	–	﹤0.01%	768
2021 Q2	$7K	Sell	54 -32	-37%	-$4.17K	﹤0.01%	762
2021 Q1	$11K	Buy	86 +32	+59%	+$4.07K	﹤0.01%	677
2020 Q4	$6K	Hold	54	–	–	﹤0.01%	719
2020 Q3	$5K	Hold	54	–	–	﹤0.01%	662
2020 Q2	$5K	Hold	54	–	–	﹤0.01%	644
2020 Q1	$4K	Hold	54	–	–	﹤0.01%	654
2019 Q4	$5K	Hold	54	–	–	﹤0.01%	690
2019 Q3	$5K	Hold	54	–	–	﹤0.01%	627
2019 Q2	$5K	Sell	54 -576	-91%	-$51.8K	﹤0.01%	661
2019 Q1	$56K	Hold	630	–	–	0.01%	366
2018 Q4	$51K	Buy	630 +576	+1,067%	+$51.3K	0.01%	355
2018 Q3	$5K	Hold	54	–	–	﹤0.01%	686
2018 Q2	$5K	Hold	54	–	–	﹤0.01%	665
2018 Q1	$5K	Hold	54	–	–	﹤0.01%	661
2017 Q4	$5K	Hold	54	–	–	﹤0.01%	686
2017 Q3	$4K	Hold	54	–	–	﹤0.01%	709
2017 Q2	$4K	Hold	54	–	–	﹤0.01%	671
2017 Q1	$4K	Hold	54	–	–	﹤0.01%	669
2016 Q4	$4K	Hold	54	–	–	﹤0.01%	637
2016 Q3	$4K	Buy	+54	New	+$3.65K	﹤0.01%	657

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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

Sargent Bickham Lagudis's IJT Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2022 at 69 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Sargent Bickham Lagudis first reported a position in IJT in Q3 2016 and has held it in 26 quarters since. The position peaked at $56K in Q1 2019. 640 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

Sargent Bickham Lagudis held 69 shares of iShares S&P Small-Cap 600 Growth ETF worth $7.46K as of Q4 2022.
Sargent Bickham Lagudis left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2022.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #762 holding.
Sargent Bickham Lagudis first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's iShares S&P Small-Cap 600 Growth ETF position peaked at $56K in Q1 2019.
640 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.