APWM
IJT icon

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

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Bank of America
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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 $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return