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

Moss Adams 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 Q4	–	Sell	-250	Closed	-$27.5K	–	146
2023 Q3	$27.5K	Hold	250	–	–	0.01%	130
2023 Q2	$28.7K	Hold	250	–	–	0.01%	117
2023 Q1	$27.5K	Hold	250	–	–	0.01%	123
2022 Q4	$27K	Buy	+250	New	+$27.5K	0.01%	134

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moss Adams Wealth Advisors's IJT Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 250 shares — an estimated $27.5K sold.

Moss Adams Wealth Advisors first reported a position in IJT in Q4 2022 and held it in 4 quarters. The position peaked at $28.7K in Q2 2023. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 250 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $27.5K.
Moss Adams Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $28.7K in Q2 2023.
669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.