Winslow Evans & Crocker’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Winslow Evans & Crocker’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 Q4	$105K	Buy	922 +406	+79%	+$41.4K	0.02%	429
2020 Q3	$45K	Sell	516 -300	-37%	-$26.8K	0.01%	480
2020 Q2	$70K	Sell	816 -4	-0.5%	-$312	0.02%	410
2020 Q1	$58K	Sell	820 -500	-38%	-$44.1K	0.02%	410
2019 Q4	$128K	Hold	1,320	–	–	0.03%	354
2019 Q3	$120K	Sell	1,320 -40	-3%	-$3.61K	0.03%	359
2019 Q2	$126K	Hold	1,360	–	–	0.04%	355
2019 Q1	$124K	Hold	1,360	–	–	0.04%	343
2018 Q4	$112K	Sell	1,360 -100	-7%	-$8.91K	0.04%	338
2018 Q3	$148K	Buy	+1,460	New	+$147K	0.04%	307
2017 Q3	–	Sell	-44	Closed	-$3.43K	–	1185
2017 Q2	$3.43K	Hold	44	–	–	﹤0.01%	1111
2017 Q1	$3.37K	Hold	44	–	–	﹤0.01%	1086
2016 Q4	$3.3K	Hold	44	–	–	﹤0.01%	1090
2016 Q3	$3.02K	Hold	44	–	–	﹤0.01%	1135
2016 Q2	$2.83K	Hold	44	–	–	﹤0.01%	1131
2016 Q1	$2.73K	Hold	44	–	–	﹤0.01%	1130
2015 Q4	$2.74K	Hold	44	–	–	﹤0.01%	1183
2015 Q3	$2.64K	Hold	44	–	–	﹤0.01%	1136
2015 Q2	$2.88K	Hold	44	–	–	﹤0.01%	1164
2015 Q1	$2.86K	Hold	44	–	–	﹤0.01%	1132
2014 Q4	$2.69K	Hold	44	–	–	﹤0.01%	1162
2014 Q3	$2.48K	Buy	+44	New	+$2.57K	﹤0.01%	1245

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Winslow Evans & Crocker's IJT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 79% in Q4 2020, buying an estimated $41.4K and bringing the position to 922 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #429.

Winslow Evans & Crocker first reported a position in IJT in Q3 2014 and has held it in 22 quarters since. The position peaked at $148K in Q3 2018. 553 funds tracked by Wall St. Rank hold IJT as of Q4 2020.

Winslow Evans & Crocker held 922 shares of iShares S&P Small-Cap 600 Growth ETF worth $105K as of Q4 2020.
Winslow Evans & Crocker bought 406 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2020, an estimated $41.4K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #429 holding.
Winslow Evans & Crocker first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2014 and has held it in 22 quarters since.
Winslow Evans & Crocker's iShares S&P Small-Cap 600 Growth ETF position peaked at $148K in Q3 2018.
553 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.