Smith Shellnut Wilson’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Smith Shellnut Wilson’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
2021 Q4	–	Sell	-320	Closed	-$42K	–	154
2021 Q3	$42K	Sell	320 -1,343	-81%	-$177K	0.02%	142
2021 Q2	$221K	Sell	1,663 -54	-3%	-$7.03K	0.13%	129
2021 Q1	$220K	Buy	1,717 +384	+29%	+$48.8K	0.13%	122
2020 Q4	$152K	Buy	1,333 +1,097	+465%	+$112K	0.09%	132
2020 Q3	$666K	Sell	236 -1,096	-82%	-$98K	0.25%	52
2020 Q2	$113K	Hold	1,332	–	–	0.08%	116
2020 Q1	$92K	Hold	1,332	–	–	0.08%	111
2019 Q4	$129K	Hold	1,332	–	–	0.09%	130
2019 Q3	$119K	Hold	1,332	–	–	0.09%	121
2019 Q2	$122K	Buy	1,332 +14	+1%	+$1.26K	0.09%	120
2019 Q1	$118K	Buy	+1,318	New	+$116K	0.09%	126

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Smith Shellnut Wilson's IJT Position: Q4 2021 in Review

Smith Shellnut Wilson sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 320 shares — an estimated $42K sold.

Smith Shellnut Wilson first reported a position in IJT in Q1 2019 and held it in 11 quarters. The position peaked at $666K in Q3 2020. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Smith Shellnut Wilson reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 320 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $42K.
Smith Shellnut Wilson first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 11 quarters.
Smith Shellnut Wilson's iShares S&P Small-Cap 600 Growth ETF position peaked at $666K in Q3 2020.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Smith Shellnut Wilson's 13F filing for Q4 2021, filed 3 Feb 2022.