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

Ten Capital 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
2023 Q2	$136K	Hold	1,185	–	–	0.04%	161
2023 Q1	$130K	Buy	1,185 +256	+28%	+$28.9K	0.04%	140
2022 Q4	$100K	Hold	929	–	–	0.04%	133
2022 Q3	$94K	Buy	929 +75	+9%	+$8.42K	0.04%	122
2022 Q2	$90K	Hold	854	–	–	0.04%	120
2022 Q1	$107K	Buy	+854	New	+$108K	0.04%	111
2021 Q3	–	Sell	-4,647	Closed	-$616K	–	463
2021 Q2	$616K	Buy	4,647 +37	+0.8%	+$4.82K	0.14%	90
2021 Q1	$591K	Hold	4,610	–	–	0.14%	86
2020 Q4	$526K	Hold	4,610	–	–	0.15%	82
2020 Q3	$407K	Buy	+4,610	New	+$412K	0.14%	81

Other funds holding IJT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Ten Capital Wealth Advisors's IJT Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2023 at 1,185 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #161.

Ten Capital Wealth Advisors first reported a position in IJT in Q3 2020 and has held it in 10 quarters since. The position peaked at $616K in Q2 2021. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

Ten Capital Wealth Advisors held 1,185 shares of iShares S&P Small-Cap 600 Growth ETF worth $136K as of Q2 2023.
Ten Capital Wealth Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2023.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #161 holding.
Ten Capital Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and has held it in 10 quarters since.
Ten Capital Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $616K in Q2 2021.
625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.