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

Intercontinental 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
2023 Q2	$1.08M	Sell	9,372 -18	-0.2%	-$1.97K	0.26%	92
2023 Q1	$1.03M	Sell	9,390 -100	-1%	-$11.3K	0.26%	87
2022 Q4	$1.03M	Hold	9,490	–	–	0.31%	76
2022 Q3	$965K	Hold	9,490	–	–	0.3%	82
2022 Q2	$999K	Sell	9,490 -34	-0.4%	-$3.85K	0.27%	83
2022 Q1	$1.19M	Sell	9,524 -105	-1%	-$13.2K	0.27%	76
2021 Q4	$1.34M	Sell	9,629 -20	-0.2%	-$2.72K	0.28%	67
2021 Q3	$1.25M	Hold	9,649	–	–	0.29%	62
2021 Q2	$1.28M	Sell	9,649 -472	-5%	-$61.4K	0.25%	72
2021 Q1	$1.3M	Sell	10,121 -1,027	-9%	-$130K	0.28%	69
2020 Q4	$1.27M	Sell	11,148 -964	-8%	-$98.2K	0.31%	61
2020 Q3	$1.07M	Buy	12,112 +1,370	+13%	+$123K	0.31%	66
2020 Q2	$912K	Hold	10,742	–	–	0.3%	73
2020 Q1	$740K	Buy	10,742 +6,624	+161%	+$585K	0.39%	66
2019 Q4	$407K	Sell	4,118 -366	-8%	-$33.8K	0.34%	53
2019 Q3	$400K	Sell	4,484 -184	-4%	-$16.6K	0.25%	71
2019 Q2	$426K	Sell	4,668 -318	-6%	-$28.6K	0.22%	67
2019 Q1	$445K	Hold	4,986	–	–	0.22%	61
2018 Q4	$402K	Sell	4,986 -1,950	-28%	-$174K	0.22%	63
2018 Q3	$700K	Sell	6,936 -126	-2%	-$12.7K	0.35%	48
2018 Q2	$667K	Sell	7,062 -466	-6%	-$42.8K	0.37%	48
2018 Q1	$654K	Sell	7,528 -174	-2%	-$15.2K	0.38%	51
2017 Q4	$655K	Buy	7,702 +50	+0.7%	+$4.18K	0.37%	49
2017 Q3	$629K	Buy	7,652 +5,042	+193%	+$393K	0.38%	44
2017 Q2	$204K	Buy	+2,610	New	+$201K	0.13%	120

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Intercontinental Wealth Advisors's IJT Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.19% in Q2 2023, selling an estimated $1.97K and leaving 9,372 shares worth $1.08M. The position accounts for 0.26% of the portfolio, ranked #92.

Intercontinental Wealth Advisors first reported a position in IJT in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.34M in Q4 2021. 624 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

Intercontinental Wealth Advisors held 9,372 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.08M as of Q2 2023.
Intercontinental Wealth Advisors sold 18 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $1.97K.
iShares S&P Small-Cap 600 Growth ETF made up 0.26% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #92 holding.
Intercontinental Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and has held it in 25 quarters since.
Intercontinental Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.34M in Q4 2021.
624 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.