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

Simon Quick 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
2022 Q2	–	Sell	-4,019	Closed	-$503K	–	281
2022 Q1	$503K	Buy	4,019 +3,609	+880%	+$455K	0.14%	64
2021 Q4	$57K	Hold	410	–	–	0.02%	215
2021 Q3	$53K	Hold	410	–	–	0.01%	243
2021 Q2	$54K	Hold	410	–	–	0.01%	235
2021 Q1	$52K	Sell	410 -22	-5%	-$2.79K	0.02%	248
2020 Q4	$49K	Buy	+432	New	+$44K	0.01%	223
2020 Q2	–	Sell	-52	Closed	-$4K	–	475
2020 Q1	$4K	Buy	+52	New	+$4.59K	﹤0.01%	362
2019 Q2	–	Sell	-28	Closed	-$3K	–	532
2019 Q1	$3K	Buy	+28	New	+$2.47K	﹤0.01%	371
2017 Q4	–	Sell	-822	Closed	-$68K	–	522
2017 Q3	$68K	Hold	822	–	–	0.02%	232
2017 Q2	$64K	Hold	822	–	–	0.04%	110
2017 Q1	$63K	Buy	+822	New	+$62.3K	0.04%	137

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 29.18% 1-Year Est. Return

UCFA

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

Simon Quick Advisors's IJT Position: Q2 2022 in Review

Simon Quick Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 4,019 shares — an estimated $503K sold.

Simon Quick Advisors first reported a position in IJT in Q1 2017 and held it in 11 quarters. The position peaked at $503K in Q1 2022. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Simon Quick Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
Simon Quick Advisors sold 4,019 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $503K.
Simon Quick Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2017 and held it in 11 quarters.
Simon Quick Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $503K in Q1 2022.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.