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

Selective 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 Q4	–	Sell	-114	Closed	-$12K	–	410
2022 Q3	$12K	Hold	114	–	–	0.01%	494
2022 Q2	$12K	Hold	114	–	–	﹤0.01%	540
2022 Q1	$14K	Hold	114	–	–	0.01%	491
2021 Q4	$16K	Hold	114	–	–	0.01%	439
2021 Q3	$15K	Hold	114	–	–	0.01%	392
2021 Q2	$15K	Hold	114	–	–	0.01%	303
2021 Q1	$15K	Hold	114	–	–	0.01%	215
2020 Q4	$13K	Sell	114 -26	-19%	-$2.65K	0.01%	219
2020 Q3	$12K	Sell	140 -128	-48%	-$11.4K	0.01%	189
2020 Q2	$23K	Buy	+268	New	+$20.9K	0.02%	161

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 22.96% 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

Selective Wealth Management's IJT Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2022, closing a stake of 114 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in IJT in Q2 2020 and held it in 10 quarters. The position peaked at $23K in Q2 2020. 640 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

Selective Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 114 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $12K.
Selective Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $23K in Q2 2020.
640 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.