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

Personal Wealth Partners’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 Q2	–	Sell	-7,990	Closed	-$1M	–	29
2022 Q1	$1M	Hold	7,990	–	–	0.44%	27
2021 Q4	$1.11M	Sell	7,990 -1,364	-15%	-$186K	0.46%	28
2021 Q3	$1.22M	Sell	9,354 -150	-2%	-$19.8K	0.51%	27
2021 Q2	$1.26M	Sell	9,504 -150	-2%	-$19.5K	0.51%	26
2021 Q1	$1.24M	Sell	9,654 -160	-2%	-$20.3K	0.56%	26
2020 Q4	$1.12M	Sell	9,814 -864	-8%	-$88.1K	0.52%	22
2020 Q3	$942K	Sell	10,678 -986	-8%	-$88.2K	0.49%	23
2020 Q2	$990K	Sell	11,664 -2,480	-18%	-$193K	0.54%	21
2020 Q1	$975K	Sell	14,144 -8,058	-36%	-$711K	0.59%	21
2019 Q4	$2.15M	Sell	22,202 -2,614	-11%	-$241K	0.92%	17
2019 Q3	$2.21M	Sell	24,816 -33,470	-57%	-$3.02M	1.02%	18
2019 Q2	$4.76M	Buy	58,286 +10,290	+21%	+$925K	2.28%	10
2019 Q1	$3.92M	Buy	+47,996	New	+$4.24M	2.09%	12

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Personal Wealth Partners's IJT Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 7,990 shares — an estimated $1M sold.

Personal Wealth Partners first reported a position in IJT in Q1 2019 and held it in 13 quarters. The position peaked at $4.76M in Q2 2019. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Personal Wealth Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 7,990 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $1M.
Personal Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 13 quarters.
Personal Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.76M in Q2 2019.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.