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Centaurus Financial’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Centaurus Financial’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
Q1 		– Sell
-1,152
Closed -$125K – 925
2022
Q4 		$125K Sell
1,152
-106
-8% -$11.7K 0.01% 722
2022
Q3 		$128K Sell
1,258
-41
-3% -$4.6K 0.01% 733
2022
Q2 		$137K Sell
1,299
-301
-19% -$34.1K 0.01% 721
2022
Q1 		$200K Sell
1,600
-508
-24% -$64K 0.02% 667
2021
Q4 		$293K Sell
2,108
-14,435
-87% -$1.97M 0.02% 576
2021
Q3 		$2.15M Buy
16,543
+7,173
+77% +$945K 0.18% 141
2021
Q2 		$1.24M Sell
9,370
-158
-2% -$20.6K 0.1% 235
2021
Q1 		$1.22M Buy
9,528
+6,045
+174% +$768K 0.12% 205
2020
Q4 		$398K Buy
3,483
+1,671
+92% +$170K 0.04% 411
2020
Q3 		$160K Sell
1,812
-984
-35% -$88K 0.02% 506
2020
Q2 		$237K Buy
2,796
+910
+48% +$70.9K 0.04% 385
2020
Q1 		$130K Sell
1,886
-1,806
-49% -$159K 0.03% 429
2019
Q4 		$357K Buy
3,692
+72
+2% +$6.65K 0.05% 355
2019
Q3 		$323K Sell
3,620
-376
-9% -$33.9K 0.05% 332
2019
Q2 		$365K Sell
3,996
-208
-5% -$18.7K 0.06% 326
2019
Q1 		$375K Sell
4,204
-1,796
-30% -$159K 0.06% 294
2018
Q4 		$552K Sell
6,000
-16,000
-73% -$1.43M 0.12% 180
2018
Q3 		$2.3M Buy
22,000
+10,014
+84% +$1.01M 0.42% 63
2018
Q2 		$1.13M Buy
11,986
+7,964
+198% +$731K 0.16% 145
2018
Q1 		$350K Sell
4,022
-384
-9% -$33.5K 0.08% 243
2017
Q4 		$375K Buy
+4,406
New +$368K 0.1% 217

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Centaurus Financial's IJT Position: Q1 2023 in Review

Centaurus Financial sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 1,152 shares — an estimated $125K sold.

Centaurus Financial first reported a position in IJT in Q4 2017 and held it in 21 quarters. The position peaked at $2.3M in Q3 2018. 616 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

  • Centaurus Financial reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Centaurus Financial sold 1,152 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $125K.
  • Centaurus Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 21 quarters.
  • Centaurus Financial's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.3M in Q3 2018.
  • 616 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Centaurus Financial's 13F filing for Q1 2023, filed 18 May 2023.