Corient Capital Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Corient Capital Partners’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 Q3	–	Sell	-2,786	Closed	-$293K	–	678
2022 Q2	$293K	Hold	2,786	–	–	0.02%	480
2022 Q1	$349K	Hold	2,786	–	–	0.02%	488
2021 Q4	$387K	Hold	2,786	–	–	0.03%	439
2021 Q3	$362K	Hold	2,786	–	–	0.03%	444
2021 Q2	$370K	Hold	2,786	–	–	0.03%	429
2021 Q1	$357K	Hold	2,786	–	–	0.03%	401
2020 Q4	$318K	Hold	2,786	–	–	0.03%	365
2020 Q3	$246K	Hold	2,786	–	–	0.03%	392
2020 Q2	$237K	Buy	+2,786	New	+$217K	0.03%	394
2020 Q1	–	Sell	-2,786	Closed	-$269K	–	451
2019 Q4	$269K	Sell	2,786 -2,574	-48%	-$238K	0.03%	380
2019 Q3	$478K	Hold	5,360	–	–	0.07%	271
2019 Q2	$489K	Hold	5,360	–	–	0.08%	241
2019 Q1	$478K	Hold	5,360	–	–	0.08%	226
2018 Q4	$432K	Hold	5,360	–	–	0.08%	222
2018 Q3	$541K	Hold	5,360	–	–	0.09%	189
2018 Q2	$506K	Hold	5,360	–	–	0.09%	192
2018 Q1	$466K	Hold	5,360	–	–	0.09%	178
2017 Q4	$456K	Hold	5,360	–	–	0.08%	194
2017 Q3	$441K	Hold	5,360	–	–	0.08%	189
2017 Q2	$418K	Hold	5,360	–	–	0.06%	221
2017 Q1	$410K	Hold	5,360	–	–	0.06%	217
2016 Q4	$402K	Hold	5,360	–	–	0.07%	221
2016 Q3	$367K	Buy	+5,360	New	+$362K	0.07%	227

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

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

Corient Capital Partners's IJT Position: Q3 2022 in Review

Corient Capital Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 2,786 shares — an estimated $293K sold.

Corient Capital Partners first reported a position in IJT in Q3 2016 and held it in 23 quarters. The position peaked at $541K in Q3 2018. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

Corient Capital Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
Corient Capital Partners sold 2,786 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $293K.
Corient Capital Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and held it in 23 quarters.
Corient Capital Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $541K in Q3 2018.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.