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

Spectrum Management Group’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 Q3	$85K	Hold	840	–	–	0.02%	129
2022 Q2	$88K	Hold	840	–	–	0.02%	126
2022 Q1	$105K	Hold	840	–	–	0.02%	133
2021 Q4	$117K	Hold	840	–	–	0.02%	135
2021 Q3	$109K	Hold	840	–	–	0.02%	140
2021 Q2	$111K	Hold	840	–	–	0.02%	126
2021 Q1	$108K	Hold	840	–	–	0.02%	128
2020 Q4	$96K	Hold	840	–	–	0.02%	127
2020 Q3	$74K	Hold	840	–	–	0.02%	134
2020 Q2	$71K	Hold	840	–	–	0.02%	131
2020 Q1	$58K	Hold	840	–	–	0.02%	120
2019 Q4	$81K	Hold	840	–	–	0.03%	130
2019 Q3	$75K	Hold	840	–	–	0.03%	128
2019 Q2	$77K	Hold	840	–	–	0.02%	139
2019 Q1	$75K	Hold	840	–	–	0.02%	120
2018 Q4	$68K	Hold	840	–	–	0.02%	112
2018 Q3	$85K	Hold	840	–	–	0.03%	110
2018 Q2	$79K	Hold	840	–	–	0.03%	113
2018 Q1	$73K	Hold	840	–	–	0.03%	109
2017 Q4	$71K	Hold	840	–	–	0.02%	111
2017 Q3	$69K	Buy	+840	New	+$65.5K	0.02%	153
2016 Q1	–	Sell	-688	Closed	-$43K	–	256
2015 Q4	$43K	Hold	688	–	–	0.02%	123
2015 Q3	$41K	Buy	+688	New	+$44K	0.02%	97

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Spectrum Management Group's IJT Position: Q3 2022 in Review

Spectrum Management Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2022 at 840 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #129.

Spectrum Management Group first reported a position in IJT in Q3 2015 and has held it in 23 quarters since. The position peaked at $117K in Q4 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

Spectrum Management Group held 840 shares of iShares S&P Small-Cap 600 Growth ETF worth $85K as of Q3 2022.
Spectrum Management Group left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2022.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Spectrum Management Group's portfolio in Q3 2022, its #129 holding.
Spectrum Management Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2015 and has held it in 23 quarters since.
Spectrum Management Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $117K in Q4 2021.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.