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

GGM Wealth 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 Q4	–	Sell	-2,990	Closed	-$327K	–	142
2022 Q3	$327K	Hold	2,990	–	–	0.18%	97
2022 Q2	$316K	Sell	2,990 -560	-16%	-$63.5K	0.18%	98
2022 Q1	$434K	Hold	3,550	–	–	0.22%	83
2021 Q4	$476K	Hold	3,550	–	–	0.38%	54
2021 Q3	$480K	Hold	3,550	–	–	0.38%	49
2021 Q2	$447K	Hold	3,550	–	–	0.38%	49
2021 Q1	$463K	Hold	3,550	–	–	0.37%	47
2020 Q4	$434K	Buy	+3,550	New	+$362K	0.43%	42

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GGM Wealth Advisors's IJT Position: Q4 2022 in Review

GGM Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2022, closing a stake of 2,990 shares — an estimated $327K sold.

GGM Wealth Advisors first reported a position in IJT in Q4 2020 and held it in 8 quarters. The position peaked at $480K in Q3 2021. 640 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

GGM Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
GGM Wealth Advisors sold 2,990 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $327K.
GGM Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 8 quarters.
GGM Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $480K in Q3 2021.
640 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on GGM Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.