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

Stone Asset Management’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
2023 Q1	$203K	Sell	1,842 -485	-21%	-$54.7K	0.32%	35
2022 Q4	$251K	Buy	2,327 +8	+0.3%	+$880	0.16%	39
2022 Q3	$236K	Sell	2,319 -18,991	-89%	-$2.13M	0.15%	40
2022 Q2	$2.24M	Buy	21,310 +43	+0.2%	+$4.87K	1.41%	20
2022 Q1	$2.66M	Buy	+21,267	New	+$2.68M	1.48%	18

Other funds holding IJT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Stone Asset Management's IJT Position: Q1 2023 in Review

Stone Asset Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 21% in Q1 2023, selling an estimated $54.7K and leaving 1,842 shares worth $203K. The position accounts for 0.32% of the portfolio, ranked #35.

Stone Asset Management first reported a position in IJT in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.66M in Q1 2022. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

Stone Asset Management held 1,842 shares of iShares S&P Small-Cap 600 Growth ETF worth $203K as of Q1 2023.
Stone Asset Management sold 485 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $54.7K.
iShares S&P Small-Cap 600 Growth ETF made up 0.32% of Stone Asset Management's portfolio in Q1 2023, its #35 holding.
Stone Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 5 quarters since.
Stone Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.66M in Q1 2022.
617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.