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

Milestone Wealth’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
Q3 		$4K Sell
41
-5
-11% -$561 ﹤0.01% 211
2022
Q2 		$5K Hold
46
– – 0.01% 199
2022
Q1 		$6K Hold
46
– – ﹤0.01% 222
2021
Q4 		$6K Buy
+46
New +$6.26K ﹤0.01% 222

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Milestone Wealth's IJT Position: Q3 2022 in Review

Milestone Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 11% in Q3 2022, selling an estimated $561 and leaving 41 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Milestone Wealth first reported a position in IJT in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

  • Milestone Wealth held 41 shares of iShares S&P Small-Cap 600 Growth ETF worth $4K as of Q3 2022.
  • Milestone Wealth sold 5 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $561.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #211 holding.
  • Milestone Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $6K in Q1 2022.
  • 593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.