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

TrustCore Financial 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	–	Sell	-210	Closed	-$29K	–	1068
2021 Q4	$29K	Hold	210	–	–	﹤0.01%	543
2021 Q3	$27K	Buy	+210	New	+$27.7K	﹤0.01%	588
2021 Q2	–	Sell	-48	Closed	-$6K	–	1084
2021 Q1	$6K	Sell	48 -32	-40%	-$4.07K	﹤0.01%	764
2020 Q4	$9K	Buy	80 +48	+150%	+$4.89K	﹤0.01%	705
2020 Q3	$3K	Hold	32	–	–	﹤0.01%	737
2020 Q2	$3K	Hold	32	–	–	﹤0.01%	764
2020 Q1	$2K	Hold	32	–	–	﹤0.01%	774
2019 Q4	$3K	Buy	+32	New	+$2.96K	﹤0.01%	790

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

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

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

TrustCore Financial Services's IJT Position: Q1 2022 in Review

TrustCore Financial Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 210 shares — an estimated $29K sold.

TrustCore Financial Services first reported a position in IJT in Q4 2019 and held it in 8 quarters. The position peaked at $29K in Q4 2021. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

TrustCore Financial Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
TrustCore Financial Services sold 210 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $29K.
TrustCore Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 8 quarters.
TrustCore Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $29K in Q4 2021.
636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on TrustCore Financial Services's 13F filing for Q1 2022, filed 9 May 2022.