Sterling Investment Advisors (Pennsylvania)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	–	Sell	-346	Closed	-$36K	–	288
2022 Q2	$36K	Hold	346	–	–	0.01%	258
2022 Q1	$43K	Hold	346	–	–	0.01%	267
2021 Q4	$48K	Hold	346	–	–	0.01%	257
2021 Q3	$45K	Hold	346	–	–	0.01%	261
2021 Q2	$46K	Hold	346	–	–	0.01%	268
2021 Q1	$44K	Hold	346	–	–	0.01%	250
2020 Q4	$40K	Sell	346 -268	-44%	-$27.3K	0.01%	244
2020 Q3	$54K	Hold	614	–	–	0.02%	214
2020 Q2	$52K	Hold	614	–	–	0.02%	208
2020 Q1	$42K	Hold	614	–	–	0.02%	200
2019 Q4	$59K	Hold	614	–	–	0.03%	191
2019 Q3	$55K	Buy	614 +346	+129%	+$31.2K	0.03%	197
2019 Q2	$24K	Hold	268	–	–	0.01%	277
2019 Q1	$24K	Hold	268	–	–	0.01%	280
2018 Q4	$21K	Hold	268	–	–	0.01%	274
2018 Q3	$27K	Hold	268	–	–	0.01%	283
2018 Q2	$25K	Hold	268	–	–	0.01%	272
2018 Q1	$23K	Hold	268	–	–	0.01%	267
2017 Q4	$23K	Hold	268	–	–	0.01%	251
2017 Q3	$22K	Sell	268 -178	-40%	-$13.9K	0.01%	248
2017 Q2	$35K	Buy	446 +178	+66%	+$13.7K	0.02%	204
2017 Q1	$21K	Hold	268	–	–	0.02%	243
2016 Q4	$20K	Buy	+268	New	+$18.9K	0.02%	219

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 $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Sterling Investment Advisors (Pennsylvania)'s IJT Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 346 shares — an estimated $36K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IJT in Q4 2016 and held it in 23 quarters. The position peaked at $59K in Q4 2019. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 346 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $36K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $59K in Q4 2019.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.