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

Tarbox 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 Q2	–	Sell	-83	Closed	-$10K	–	537
2022 Q1	$10K	Buy	83 +1	+1%	+$126	﹤0.01%	384
2021 Q4	$11K	Hold	82	–	–	﹤0.01%	441
2021 Q3	$11K	Hold	82	–	–	﹤0.01%	472
2021 Q2	$11K	Hold	82	–	–	﹤0.01%	477
2021 Q1	$11K	Hold	82	–	–	﹤0.01%	406
2020 Q4	$9K	Hold	82	–	–	﹤0.01%	420
2020 Q3	$7K	Hold	82	–	–	﹤0.01%	437
2020 Q2	$7K	Buy	+82	New	+$6.39K	﹤0.01%	436

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Tarbox Family Office's IJT Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 83 shares — an estimated $10K sold.

Tarbox Family Office first reported a position in IJT in Q2 2020 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Tarbox Family Office reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 83 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $10K.
Tarbox Family Office first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2020 and held it in 8 quarters.
Tarbox Family Office's iShares S&P Small-Cap 600 Growth ETF position peaked at $11K in Q4 2021.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.