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

Parisi Gray Wealth Management’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
2021 Q3	–	Sell	-60	Closed	-$8K	–	322
2021 Q2	$8K	Buy	+60	New	+$7.81K	﹤0.01%	472
2019 Q2	–	Sell	-60	Closed	-$5K	–	265
2019 Q1	$5K	Hold	60	–	–	﹤0.01%	453
2018 Q4	$5K	Hold	60	–	–	﹤0.01%	470
2018 Q3	$6K	Hold	60	–	–	﹤0.01%	464
2018 Q2	$6K	Hold	60	–	–	﹤0.01%	471
2018 Q1	$5K	Hold	60	–	–	﹤0.01%	501
2017 Q4	$5K	Buy	+60	New	+$5.02K	﹤0.01%	538

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 29.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Parisi Gray Wealth Management's IJT Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2021, closing a stake of 60 shares — an estimated $8K sold.

Parisi Gray Wealth Management first reported a position in IJT in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q2 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 60 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2021, an estimated $8K.
Parisi Gray Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $8K in Q2 2021.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.