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

Wealth Alliance’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	-5,226	Closed	-$565K	–	523
2022 Q4	$565K	Sell	5,226 -1,738	-25%	-$191K	0.1%	220
2022 Q3	$708K	Buy	+6,964	New	+$782K	0.14%	159
2022 Q2	–	Sell	-3,324	Closed	-$416K	–	468
2022 Q1	$416K	Buy	3,324 +909	+38%	+$115K	0.09%	257
2021 Q4	$335K	Buy	+2,415	New	+$329K	0.07%	306

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

Wealth Alliance's IJT Position: Q1 2023 in Review

Wealth Alliance sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 5,226 shares — an estimated $565K sold.

Wealth Alliance first reported a position in IJT in Q4 2021 and held it in 4 quarters. The position peaked at $708K in Q3 2022. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

Wealth Alliance reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
Wealth Alliance sold 5,226 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $565K.
Wealth Alliance first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 4 quarters.
Wealth Alliance's iShares S&P Small-Cap 600 Growth ETF position peaked at $708K 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 Wealth Alliance's 13F filing for Q1 2023, filed 11 May 2023.