CWM
IJT icon

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

Curi Wealth Management’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
Closed – – 427
2022
Q2 		$0 Buy
+2
New +$227 ﹤0.01% 676

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 $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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

Curi Wealth Management's IJT Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 2 shares.

Curi Wealth Management first reported a position in IJT in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022.
  • Curi Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $0 in Q2 2022.
  • 593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.