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

TCI Wealth Advisors’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
2021 Q3	–	Sell	-38	Closed	-$5K	–	2469
2021 Q2	$5K	Buy	+38	New	+$4.95K	﹤0.01%	1447
2020 Q1	–	Sell	-3,600	Closed	-$348K	–	1610
2019 Q4	$348K	Buy	+3,600	New	+$332K	0.14%	116
2018 Q2	–	Sell	-350	Closed	-$30K	–	1547
2018 Q1	$30K	Hold	350	–	–	0.01%	406
2017 Q4	$30K	Buy	+350	New	+$29.3K	0.01%	416

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UCFA

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

TCI Wealth Advisors's IJT Position: Q3 2021 in Review

TCI Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2021, closing a stake of 38 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in IJT in Q4 2017 and held it in 4 quarters. The position peaked at $348K in Q4 2019. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2021.

TCI Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 38 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2021, an estimated $5K.
TCI Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 4 quarters.
TCI Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $348K in Q4 2019.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.