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

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-788	Closed	-$98K	–	309
2021 Q4	$98K	Buy	+788	New	+$107K	0.06%	188

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Comprehensive Financial Consultants Institutional's IJT Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 788 shares — an estimated $98K sold.

Comprehensive Financial Consultants Institutional first reported a position in IJT in Q4 2021 and held it in 1 quarter. The position peaked at $98K in Q4 2021. 637 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 788 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $98K.
Comprehensive Financial Consultants Institutional first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares S&P Small-Cap 600 Growth ETF position peaked at $98K in Q4 2021.
637 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.