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Whitegate Investment Counselors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-2,352
Closed -$306K – 128
2021
Q3 		$306K Hold
2,352
– – 0.04% 190
2021
Q2 		$312K Sell
2,352
-69
-3% -$8.98K 0.04% 186
2021
Q1 		$310K Sell
2,421
-137
-5% -$17.4K 0.05% 180
2020
Q4 		$292K Hold
2,558
– – 0.05% 176
2020
Q3 		$226K Hold
2,558
– – 0.04% 184
2020
Q2 		$217K Sell
2,558
-13,306
-84% -$1.04M 0.04% 182
2020
Q1 		$1.09M Sell
15,864
-288
-2% -$25.4K 0.27% 86
2019
Q4 		$1.56M Sell
16,152
-2,494
-13% -$230K 0.28% 83
2019
Q3 		$1.66M Buy
18,646
+798
+4% +$72K 0.33% 80
2019
Q2 		$1.63M Sell
17,848
-12
-0.1% -$1.08K 0.33% 79
2019
Q1 		$1.59M Sell
17,860
-258
-1% -$22.8K 0.33% 78
2018
Q4 		$1.46M Buy
18,118
+482
+3% +$42.9K 0.34% 77
2018
Q3 		$1.78M Buy
17,636
+42
+0.2% +$4.22K 0.36% 80
2018
Q2 		$1.66M Buy
17,594
+74
+0.4% +$6.79K 0.34% 81
2018
Q1 		$1.52M Buy
17,520
+68
+0.4% +$5.92K 0.32% 84
2017
Q4 		$1.49M Buy
17,452
+416
+2% +$34.8K 0.31% 86
2017
Q3 		$1.4M Buy
17,036
+4
+0% +$312 0.31% 86
2017
Q2 		$1.33M Buy
17,032
+898
+6% +$69.1K 0.3% 87
2017
Q1 		$1.24M Buy
+16,134
New +$1.22M 0.3% 87

Other funds holding IJT

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

Whitegate Investment Counselors's IJT Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 2,352 shares — an estimated $306K sold.

Whitegate Investment Counselors first reported a position in IJT in Q1 2017 and held it in 19 quarters. The position peaked at $1.78M in Q3 2018. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 2,352 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $306K.
  • Whitegate Investment Counselors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2017 and held it in 19 quarters.
  • Whitegate Investment Counselors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.78M in Q3 2018.
  • 655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.