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

Atlas Private 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
2022 Q2	–	Sell	-3,692	Closed	-$462K	–	118
2022 Q1	$462K	Sell	3,692 -220	-6%	-$27.7K	0.27%	95
2021 Q4	$543K	Sell	3,912 -450	-10%	-$61.3K	0.3%	88
2021 Q3	$567K	Sell	4,362 -232	-5%	-$30.6K	0.35%	80
2021 Q2	$609K	Sell	4,594 -250	-5%	-$32.5K	0.38%	78
2021 Q1	$621K	Sell	4,844 -180	-4%	-$22.9K	0.4%	69
2020 Q4	$574K	Sell	5,024 -1,082	-18%	-$110K	0.41%	63
2020 Q3	$539K	Buy	6,106 +1,684	+38%	+$151K	0.42%	64
2020 Q2	$375K	Hold	4,422	–	–	0.3%	81
2020 Q1	$305K	Sell	4,422 -58	-1%	-$5.12K	0.28%	87
2019 Q4	$433K	Buy	+4,480	New	+$414K	0.33%	85

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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 Management's IJT Position: Q2 2022 in Review

Atlas Private Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 3,692 shares — an estimated $462K sold.

Atlas Private Wealth Management first reported a position in IJT in Q4 2019 and held it in 10 quarters. The position peaked at $621K in Q1 2021. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Atlas Private Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
Atlas Private Wealth Management sold 3,692 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $462K.
Atlas Private Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 10 quarters.
Atlas Private Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $621K in Q1 2021.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Atlas Private Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.