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Wambolt & Associates’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Wambolt & Associates’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 		– Sell
-1,917
Closed -$207K – 267
2022
Q4 		$207K Buy
+1,917
New +$211K 0.08% 229

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
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

Wambolt & Associates's IJT Position: Q1 2023 in Review

Wambolt & Associates sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 1,917 shares — an estimated $207K sold.

Wambolt & Associates first reported a position in IJT in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

  • Wambolt & Associates reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Wambolt & Associates sold 1,917 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $207K.
  • Wambolt & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Wambolt & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $207K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Wambolt & Associates's 13F filing for Q1 2023, filed 8 May 2023.