Standard Family Office’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Standard Family Office’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	–	Sell	-3,310	Closed	-$337K	–	214
2022 Q3	$337K	Buy	+3,310	New	+$372K	0.15%	21
2022 Q2	–	Sell	-3,310	Closed	-$414K	–	234
2022 Q1	$414K	Buy	+3,310	New	+$417K	0.11%	7
2021 Q4	–	Sell	-3,310	Closed	-$430K	–	228
2021 Q3	$430K	Hold	3,310	–	–	0.12%	6
2021 Q2	$439K	Buy	+3,310	New	+$431K	0.09%	93
2021 Q1	–	Sell	-3,310	Closed	-$378K	–	643
2020 Q4	$378K	Buy	+3,310	New	+$337K	0.09%	84

Other funds holding IJT

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Standard Family Office's IJT Position: Q4 2022 in Review

Standard Family Office sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2022, closing a stake of 3,310 shares — an estimated $337K sold.

Standard Family Office first reported a position in IJT in Q4 2020 and held it in 5 quarters. The position peaked at $439K in Q2 2021. 641 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

Standard Family Office reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 3,310 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $337K.
Standard Family Office first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 5 quarters.
Standard Family Office's iShares S&P Small-Cap 600 Growth ETF position peaked at $439K in Q2 2021.
641 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.