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

One 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 Q3	–	Sell	-3,480	Closed	-$400K	–	207
2023 Q2	$400K	Sell	3,480 -1,786	-34%	-$195K	0.08%	125
2023 Q1	$579K	Sell	5,266 -4,011	-43%	-$452K	0.13%	86
2022 Q4	$1M	Sell	9,277 -1,085	-10%	-$119K	0.23%	65
2022 Q3	$1.05M	Buy	10,362 +6,751	+187%	+$758K	0.34%	44
2022 Q2	$380K	Buy	+3,611	New	+$409K	0.1%	109

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

One Wealth Advisors's IJT Position: Q3 2023 in Review

One Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 3,480 shares — an estimated $400K sold.

One Wealth Advisors first reported a position in IJT in Q2 2022 and held it in 5 quarters. The position peaked at $1.05M in Q3 2022. 614 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

One Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
One Wealth Advisors sold 3,480 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $400K.
One Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 5 quarters.
One Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.05M in Q3 2022.
614 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on One Wealth Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.