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

Navis 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
Q1 		– Sell
-18,464
Closed -$2M – 90
2022
Q4 		$2M Buy
+18,464
New +$2.03M 2.83% 7

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
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

Navis Wealth Advisors's IJT Position: Q1 2023 in Review

Navis Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 18,464 shares — an estimated $2M sold.

Navis Wealth Advisors first reported a position in IJT in Q4 2022 and held it in 1 quarter. The position peaked at $2M in Q4 2022. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

  • Navis Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Navis Wealth Advisors sold 18,464 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $2M.
  • Navis Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Navis Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $2M in Q4 2022.
  • 617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Navis Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.