Accel Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-18	Closed	-$1.98K	–	508
2023 Q1	$1.98K	Hold	18	–	–	﹤0.01%	1106
2022 Q4	$1.95K	Buy	18 +8	+80%	+$880	﹤0.01%	905
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	1000
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	961
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	905
2021 Q4	$1K	Buy	+10	New	+$1.36K	﹤0.01%	906

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

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

Accel Wealth Management's IJT Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2023, closing a stake of 18 shares — an estimated $1.98K sold.

Accel Wealth Management first reported a position in IJT in Q4 2021 and held it in 6 quarters. The position peaked at $1.98K in Q1 2023. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

Accel Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 18 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $1.98K.
Accel Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.98K in Q1 2023.
625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.