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

Insight Wealth Strategies’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
-6,116
Closed -$765K – 153
2022
Q1 		$765K Buy
6,116
+8
+0.1% +$1.01K 0.11% 117
2021
Q4 		$848K Buy
+6,108
New +$832K 0.12% 111

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
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
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 $16.3B AUM 16.34% 1-Year Est. Return

Insight Wealth Strategies's IJT Position: Q2 2022 in Review

Insight Wealth Strategies sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 6,116 shares — an estimated $765K sold.

Insight Wealth Strategies first reported a position in IJT in Q4 2021 and held it in 2 quarters. The position peaked at $848K in Q4 2021. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

  • Insight Wealth Strategies reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 6,116 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $765K.
  • Insight Wealth Strategies first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 2 quarters.
  • Insight Wealth Strategies's iShares S&P Small-Cap 600 Growth ETF position peaked at $848K in Q4 2021.
  • 613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.