Simplicity Solutions’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Simplicity Solutions’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
2023 Q3	–	Sell	-2,601	Closed	-$299K	–	1043
2023 Q2	$299K	Buy	2,601 +574	+28%	+$62.7K	0.01%	833
2023 Q1	$223K	Buy	+2,027	New	+$229K	0.01%	969
2021 Q2	–	Sell	-2,404	Closed	-$308K	–	542
2021 Q1	$308K	Buy	+2,404	New	+$305K	0.07%	322
2020 Q3	–	Sell	-3,528	Closed	-$300K	–	896
2020 Q2	$300K	Buy	+3,528	New	+$275K	0.01%	727
2020 Q1	–	Sell	-13,916	Closed	-$1.34M	–	807
2019 Q4	$1.34M	Buy	13,916 +7,078	+104%	+$654K	0.04%	320
2019 Q3	$610K	Sell	6,838 -1,010	-13%	-$91.2K	0.02%	385
2019 Q2	$716K	Buy	7,848 +4,668	+147%	+$420K	0.03%	313
2019 Q1	$284K	Sell	3,180 -2,210	-41%	-$195K	0.02%	552
2018 Q4	$435K	Buy	5,390 +2,636	+96%	+$235K	0.06%	344
2018 Q3	$278K	Sell	2,754 -2,042	-43%	-$205K	0.02%	409
2018 Q2	$453K	Buy	+4,796	New	+$440K	0.03%	272
2017 Q1	–	Sell	-5,428	Closed	-$407K	–	400
2016 Q4	$407K	Buy	+5,428	New	+$383K	0.09%	215
2016 Q1	–	Sell	-44,518	Closed	-$2.77M	–	340
2015 Q4	$2.77M	Buy	44,518 +40,418	+986%	+$2.56M	0.33%	77
2015 Q3	$246K	Sell	4,100 -61,040	-94%	-$3.91M	0.27%	97
2015 Q2	$4.27M	Sell	65,140 -16,688	-20%	-$1.09M	4.05%	5
2015 Q1	$5.33M	Buy	+81,828	New	+$5.13M	6.31%	2

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 29.2% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Simplicity Solutions's IJT Position: Q3 2023 in Review

Simplicity Solutions sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 2,601 shares — an estimated $299K sold.

Simplicity Solutions first reported a position in IJT in Q1 2015 and held it in 16 quarters. The position peaked at $5.33M in Q1 2015. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

Simplicity Solutions reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 2,601 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $299K.
Simplicity Solutions first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2015 and held it in 16 quarters.
Simplicity Solutions's iShares S&P Small-Cap 600 Growth ETF position peaked at $5.33M in Q1 2015.
615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.