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

Clarus 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
2019
Q3 		– Sell
-408
Closed -$37K – 342
2019
Q2 		$37K Sell
408
-294
-42% -$26.4K 0.03% 305
2019
Q1 		$63K Buy
702
+2
+0.3% +$177 0.05% 258
2018
Q4 		$57K Buy
700
+2
+0.3% +$178 0.09% 243
2018
Q3 		$70K Buy
698
+2
+0.3% +$201 0.05% 252
2018
Q2 		$61K Buy
+696
New +$63.9K 0.05% 257

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clarus Wealth Advisors's IJT Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2019, closing a stake of 408 shares — an estimated $37K sold.

Clarus Wealth Advisors first reported a position in IJT in Q2 2018 and held it in 5 quarters. The position peaked at $70K in Q3 2018. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 408 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2019, an estimated $37K.
  • Clarus Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $70K in Q3 2018.
  • 467 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.