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

Outlook 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
2022 Q4	–	Sell	-3,382	Closed	-$344K	–	187
2022 Q3	$344K	Sell	3,382 -91	-3%	-$10.2K	0.15%	138
2022 Q2	$366K	Sell	3,473 -207	-6%	-$23.5K	0.15%	144
2022 Q1	$460K	Sell	3,680 -29	-0.8%	-$3.66K	0.15%	141
2021 Q4	$515K	Sell	3,709 -164	-4%	-$22.3K	0.15%	136
2021 Q3	$504K	Sell	3,873 -411	-10%	-$54.2K	0.16%	144
2021 Q2	$568K	Sell	4,284 -3,127	-42%	-$407K	0.18%	141
2021 Q1	$950K	Sell	7,411 -165	-2%	-$21K	0.33%	72
2020 Q4	$865K	Sell	7,576 -34	-0.4%	-$3.46K	0.32%	76
2020 Q3	$671K	Sell	7,610 -604	-7%	-$54K	0.27%	84
2020 Q2	$697K	Sell	8,214 -328	-4%	-$25.6K	0.3%	74
2020 Q1	$589K	Sell	8,542 -788	-8%	-$69.6K	0.33%	65
2019 Q4	$902K	Sell	9,330 -24	-0.3%	-$2.22K	0.51%	41
2019 Q3	$834K	Buy	+9,354	New	+$844K	0.5%	46

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

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

Outlook Wealth Advisors's IJT Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2022, closing a stake of 3,382 shares — an estimated $344K sold.

Outlook Wealth Advisors first reported a position in IJT in Q3 2019 and held it in 13 quarters. The position peaked at $950K in Q1 2021. 640 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 3,382 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $344K.
Outlook Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2019 and held it in 13 quarters.
Outlook Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $950K in Q1 2021.
640 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.