CW
IJT icon

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

CreativeOne Wealth’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
Q2 		– Sell
-1,942
Closed -$243K – 753
2022
Q1 		$243K Sell
1,942
-310
-14% -$39.1K 0.01% 644
2021
Q4 		$312K Sell
2,252
-10,965
-83% -$1.49M 0.02% 585
2021
Q3 		$1.72M Buy
13,217
+9,728
+279% +$1.28M 0.1% 170
2021
Q2 		$463K Sell
3,489
-9,815
-74% -$1.28M 0.03% 397
2021
Q1 		$1.71M Buy
13,304
+11,100
+504% +$1.41M 0.13% 140
2020
Q4 		$252K Sell
2,204
-9,748
-82% -$993K 0.02% 421
2020
Q3 		$1.05M Buy
11,952
+6,390
+115% +$572K 0.15% 97
2020
Q2 		$472K Buy
+5,562
New +$433K 0.07% 154

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return