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

Southern 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
2023 Q1	$202K	Buy	+1,837	New	+$207K	0.08%	60
2022 Q4	–	Sell	-1,826	Closed	-$204K	–	60
2022 Q3	$204K	Buy	+1,826	New	+$205K	0.08%	58

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

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

Southern Wealth Management's IJT Position: Q1 2023 in Review

Southern Wealth Management opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023: 1,837 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #60 among its holdings. This is a return to the name: Southern Wealth Management previously reported a position in IJT as recently as Q3 2022.

Southern Wealth Management first reported a position in IJT in Q3 2022 and has held it in 2 quarters since. The position peaked at $204K in Q3 2022. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

Southern Wealth Management held 1,837 shares of iShares S&P Small-Cap 600 Growth ETF worth $202K as of Q1 2023.
iShares S&P Small-Cap 600 Growth ETF was a new Southern Wealth Management position in Q1 2023.
iShares S&P Small-Cap 600 Growth ETF made up 0.08% of Southern Wealth Management's portfolio in Q1 2023, its #60 holding.
Southern Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2022 and has held it in 2 quarters since.
Southern Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $204K in Q3 2022.
617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.