SWM
IJT icon

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 – 411
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

CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return