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

AJ Wealth Strategies’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
Q4 		– Sell
-3,495
Closed -$355K – 311
2022
Q3 		$355K Hold
3,495
– – 0.02% 216
2022
Q2 		$368K Sell
3,495
-9
-0.3% -$1.02K 0.02% 215
2022
Q1 		$438K Hold
3,504
– – 0.02% 211
2021
Q4 		$486K Buy
3,504
+218
+7% +$29.7K 0.02% 198
2021
Q3 		$427K Buy
+3,286
New +$433K 0.02% 205

Other funds holding IJT

CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

AJ Wealth Strategies's IJT Position: Q4 2022 in Review

AJ Wealth Strategies sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2022, closing a stake of 3,495 shares — an estimated $355K sold.

AJ Wealth Strategies first reported a position in IJT in Q3 2021 and held it in 5 quarters. The position peaked at $486K in Q4 2021. 641 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

  • AJ Wealth Strategies reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 3,495 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $355K.
  • AJ Wealth Strategies first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and held it in 5 quarters.
  • AJ Wealth Strategies's iShares S&P Small-Cap 600 Growth ETF position peaked at $486K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.