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

IBEX 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 Q1	–	Sell	-27,662	Closed	-$3.84M	–	190
2021 Q4	$3.84M	Sell	27,662 -974	-3%	-$133K	0.68%	57
2021 Q3	$3.72M	Sell	28,636 -171	-0.6%	-$22.5K	0.72%	58
2021 Q2	$3.82M	Sell	28,807 -898	-3%	-$117K	0.76%	54
2021 Q1	$3.81M	Buy	+29,705	New	+$3.77M	0.94%	45
2019 Q3	–	Sell	-4	Closed	–	–	218
2019 Q2	$0	Buy	+4	New	+$360	﹤0.01%	428

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

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

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

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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

IBEX Wealth Advisors's IJT Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 27,662 shares — an estimated $3.84M sold.

IBEX Wealth Advisors first reported a position in IJT in Q2 2019 and held it in 5 quarters. The position peaked at $3.84M in Q4 2021. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

IBEX Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 27,662 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $3.84M.
IBEX Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2019 and held it in 5 quarters.
IBEX Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.84M in Q4 2021.
636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.