Atlas Private Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-330	Closed	-$43K	–	410
2021 Q3	$43K	Sell	330 -20	-6%	-$2.64K	0.02%	249
2021 Q2	$46K	Sell	350 -50	-13%	-$6.51K	0.02%	240
2021 Q1	$51K	Hold	400	–	–	0.03%	226
2020 Q4	$46K	Hold	400	–	–	0.03%	229
2020 Q3	$35K	Sell	400 -30	-7%	-$2.68K	0.03%	243
2020 Q2	$37K	Buy	+430	New	+$33.5K	0.03%	240

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atlas Private Wealth Advisors's IJT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 330 shares — an estimated $43K sold.

Atlas Private Wealth Advisors first reported a position in IJT in Q2 2020 and held it in 6 quarters. The position peaked at $51K in Q1 2021. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 330 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $43K.
Atlas Private Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $51K in Q1 2021.
655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.