Stewardship Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Stewardship Financial Advisors’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 Q1	$3K	Buy	+22	New	+$2.79K	﹤0.01%	87
2018 Q4	–	Sell	-154	Closed	-$16K	–	66
2018 Q3	$16K	Buy	+154	New	+$15.5K	0.01%	69

Other funds holding IJT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Stewardship Financial Advisors's IJT Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2021: 22 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #87 among its holdings. This is a return to the name: Stewardship Financial Advisors previously reported a position in IJT as recently as Q3 2018.

Stewardship Financial Advisors first reported a position in IJT in Q3 2018 and has held it in 2 quarters since. The position peaked at $16K in Q3 2018. 591 funds tracked by Wall St. Rank hold IJT as of Q1 2021.

Stewardship Financial Advisors held 22 shares of iShares S&P Small-Cap 600 Growth ETF worth $3K as of Q1 2021.
iShares S&P Small-Cap 600 Growth ETF was a new Stewardship Financial Advisors position in Q1 2021.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #87 holding.
Stewardship Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and has held it in 2 quarters since.
Stewardship Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $16K in Q3 2018.
591 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.