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

CWS Financial 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
2022
Q3 		– Sell
-1,362
Closed -$143K – 155
2022
Q2 		$143K Buy
+1,362
New +$154K 0.07% 150

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

CWS Financial Advisors's IJT Position: Q3 2022 in Review

CWS Financial Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 1,362 shares — an estimated $143K sold.

CWS Financial Advisors first reported a position in IJT in Q2 2022 and held it in 1 quarter. The position peaked at $143K in Q2 2022. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

  • CWS Financial Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • CWS Financial Advisors sold 1,362 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $143K.
  • CWS Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 1 quarter.
  • CWS Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $143K 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 CWS Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.