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

BDO 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
2023 Q2	$976K	Buy	8,489 +1	+0%	+$109	0.11%	132
2023 Q1	$933K	Sell	8,488 -714	-8%	-$80.5K	0.11%	131
2022 Q4	$994K	Buy	9,202 +4,961	+117%	+$545K	0.12%	132
2022 Q3	$431K	Buy	4,241 +73	+2%	+$8.2K	0.06%	181
2022 Q2	$439K	Buy	4,168 +46	+1%	+$5.21K	0.05%	185
2022 Q1	$516K	Buy	4,122 +908	+28%	+$114K	0.06%	178
2021 Q4	$446K	Hold	3,214	–	–	0.05%	194
2021 Q3	$418K	Sell	3,214 -200	-6%	-$26.4K	0.05%	197
2021 Q2	$453K	Hold	3,414	–	–	0.05%	197
2021 Q1	$438K	Hold	3,414	–	–	0.05%	195
2020 Q4	$390K	Hold	3,414	–	–	0.05%	171
2020 Q3	$301K	Sell	3,414 -38	-1%	-$3.4K	0.05%	176
2020 Q2	$293K	Sell	3,452 -1,922	-36%	-$150K	0.05%	179
2020 Q1	$370K	Buy	5,374 +544	+11%	+$48K	0.07%	140
2019 Q4	$467K	Sell	4,830 -208	-4%	-$19.2K	0.12%	114
2019 Q3	$449K	Sell	5,038 -28	-0.6%	-$2.53K	0.12%	121
2019 Q2	$462K	Sell	5,066 -146	-3%	-$13.1K	0.13%	115
2019 Q1	$465K	Sell	5,212 -292	-5%	-$25.8K	0.14%	114
2018 Q4	$444K	Sell	5,504 -1,408	-20%	-$125K	0.15%	102
2018 Q3	$697K	Sell	6,912 -374	-5%	-$37.6K	0.23%	84
2018 Q2	$688K	Sell	7,286 -490	-6%	-$45K	0.23%	83
2018 Q1	$676K	Buy	7,776 +2,758	+55%	+$240K	0.25%	76
2017 Q4	$427K	Buy	5,018 +4,708	+1,519%	+$394K	0.19%	84
2017 Q3	$25K	Sell	310 -4,614	-94%	-$360K	0.01%	247
2017 Q2	$384K	Buy	+4,924	New	+$379K	0.17%	94

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

BDO Wealth Advisors's IJT Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.01% in Q2 2023, buying an estimated $109 and bringing the position to 8,489 shares worth $976K. The position accounts for 0.11% of the portfolio, ranked #132.

BDO Wealth Advisors first reported a position in IJT in Q2 2017 and has held it in 25 quarters since. The position peaked at $994K in Q4 2022. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

BDO Wealth Advisors held 8,489 shares of iShares S&P Small-Cap 600 Growth ETF worth $976K as of Q2 2023.
BDO Wealth Advisors bought 1 iShares S&P Small-Cap 600 Growth ETF share in Q2 2023, an estimated $109.
iShares S&P Small-Cap 600 Growth ETF made up 0.11% of BDO Wealth Advisors's portfolio in Q2 2023, its #132 holding.
BDO Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $994K in Q4 2022.
625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.