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Swaine & Leidel Wealth Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$654K Buy
+654
New +$82.4K 0.5% 44
2021
Q3 		$607K Buy
+4,673
New +$616K 0.54% 40
2021
Q1 		$654K Buy
+5,100
New +$648K 0.42% 51

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Swaine & Leidel Wealth Services's IJT Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022: 654 shares worth $654K. The stake represents 0.5% of the portfolio and ranks #44 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in IJT as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in IJT in Q1 2021 and has held it in 3 quarters since. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

  • Swaine & Leidel Wealth Services held 654 shares of iShares S&P Small-Cap 600 Growth ETF worth $654K as of Q1 2022.
  • iShares S&P Small-Cap 600 Growth ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.5% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #44 holding.
  • Swaine & Leidel Wealth Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and has held it in 3 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.