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

SeaCrest 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
2022 Q3	–	Sell	-534	Closed	-$56K	–	1035
2022 Q2	$56K	Buy	+534	New	+$60.5K	0.01%	1066
2019 Q2	–	Sell	-478	Closed	-$43K	–	1140
2019 Q1	$43K	Sell	478 -332	-41%	-$29.3K	0.01%	994
2018 Q4	$65K	Buy	810 +2	+0.2%	+$178	0.01%	813
2018 Q3	$82K	Buy	808 +306	+61%	+$30.8K	0.01%	812
2018 Q2	$47K	Hold	502	–	–	0.01%	1016
2018 Q1	$44K	Hold	502	–	–	0.01%	1009
2017 Q4	$43K	Buy	+502	New	+$42K	0.01%	1020

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

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

UCFA

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

SeaCrest Wealth Management's IJT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 534 shares — an estimated $56K sold.

SeaCrest Wealth Management first reported a position in IJT in Q4 2017 and held it in 7 quarters. The position peaked at $82K in Q3 2018. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 534 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $56K.
SeaCrest Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $82K in Q3 2018.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.