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

Lumature Wealth Partners’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	$1.61M	Buy	13,983 +116	+0.8%	+$12.7K	0.95%	25
2023 Q1	$1.52M	Sell	13,867 -440	-3%	-$49.6K	0.85%	24
2022 Q4	$1.55M	Sell	14,307 -48	-0.3%	-$5.28K	0.86%	26
2022 Q3	$1.46M	Sell	14,355 -448	-3%	-$50.3K	0.78%	25
2022 Q2	$1.56M	Sell	14,803 -928	-6%	-$105K	0.69%	28
2022 Q1	$1.97M	Buy	15,731 +501	+3%	+$63.2K	0.79%	24
2021 Q4	$2.11M	Buy	15,230 +1,322	+10%	+$180K	0.82%	23
2021 Q3	$1.81M	Buy	13,908 +1,251	+10%	+$165K	0.74%	25
2021 Q2	$1.68M	Buy	12,657 +926	+8%	+$121K	0.69%	29
2021 Q1	$1.5M	Buy	11,731 +2,673	+30%	+$340K	0.79%	29
2020 Q4	$1.03M	Buy	+9,058	New	+$923K	0.98%	21

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Lumature Wealth Partners's IJT Position: Q2 2023 in Review

Lumature Wealth Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.84% in Q2 2023, buying an estimated $12.7K and bringing the position to 13,983 shares worth $1.61M. The position accounts for 0.95% of the portfolio, ranked #25.

Lumature Wealth Partners first reported a position in IJT in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.11M in Q4 2021. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

Lumature Wealth Partners held 13,983 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.61M as of Q2 2023.
Lumature Wealth Partners bought 116 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $12.7K.
iShares S&P Small-Cap 600 Growth ETF made up 0.95% of Lumature Wealth Partners's portfolio in Q2 2023, its #25 holding.
Lumature Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.11M in Q4 2021.
625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.