WAL
IJT icon

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

W Advisors LLC’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
Q3 		– Sell
-3,906
Closed -$449K – 104
2023
Q2 		$449K Sell
3,906
-1,011
-21% -$110K 0.35% 66
2023
Q1 		$541K Sell
4,917
-499
-9% -$56.3K 0.45% 56
2022
Q4 		$585K Sell
5,416
-579
-10% -$63.7K 0.49% 49
2022
Q3 		$610K Buy
5,995
+1,089
+22% +$122K 0.57% 48
2022
Q2 		$517K Buy
+4,906
New +$556K 0.45% 57

Other funds holding IJT

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 $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

W Advisors LLC's IJT Position: Q3 2023 in Review

W Advisors LLC sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 3,906 shares — an estimated $449K sold.

W Advisors LLC first reported a position in IJT in Q2 2022 and held it in 5 quarters. The position peaked at $610K in Q3 2022. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

  • W Advisors LLC reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • W Advisors LLC sold 3,906 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $449K.
  • W Advisors LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 5 quarters.
  • W Advisors LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $610K in Q3 2022.
  • 615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on W Advisors LLC's 13F filing for Q3 2023, filed 13 Nov 2023.