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

Vickerman & Driscoll 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
2020 Q1	$329K	Sell	4,778 -6,352	-57%	-$561K	0.2%	60
2019 Q4	$1.08M	Sell	11,130 -188	-2%	-$17.4K	0.54%	43
2019 Q3	$1.01M	Sell	11,318 -112	-1%	-$10.1K	0.55%	47
2019 Q2	$1.04M	Sell	11,430 -194	-2%	-$17.4K	0.58%	46
2019 Q1	$1.04M	Sell	11,624 -542	-4%	-$47.9K	0.59%	47
2018 Q4	$981K	Buy	12,166 +964	+9%	+$85.9K	0.76%	39
2018 Q3	$1.13M	Sell	11,202 -188	-2%	-$18.9K	0.79%	38
2018 Q2	$1.08M	Sell	11,390 -1,232	-10%	-$113K	0.79%	36
2018 Q1	$1.1M	Buy	12,622 +352	+3%	+$30.7K	0.81%	37
2017 Q4	$1.04M	Buy	+12,270	New	+$1.03M	0.82%	46

Other funds holding IJT

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

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

UCFA

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Vickerman & Driscoll Financial Advisors's IJT Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 57% in Q1 2020, selling an estimated $561K and leaving 4,778 shares worth $329K. The position accounts for 0.2% of the portfolio, ranked #60.

Vickerman & Driscoll Financial Advisors first reported a position in IJT in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2018. 451 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 4,778 shares of iShares S&P Small-Cap 600 Growth ETF worth $329K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 6,352 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $561K.
iShares S&P Small-Cap 600 Growth ETF made up 0.2% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #60 holding.
Vickerman & Driscoll Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.13M in Q3 2018.
451 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.