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

Argent Wealth Management’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
2020
Q2 		$1.67M Sell
17,774
-260
-1% -$20.3K 0.28% 62
2020
Q1 		$1.23M Buy
18,034
+848
+5% +$74.9K 0.25% 67
2019
Q4 		$1.66M Buy
+17,186
New +$1.59M 0.28% 63

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Argent Wealth Management's IJT Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.4% in Q2 2020, selling an estimated $20.3K and leaving 17,774 shares worth $1.67M. The position accounts for 0.28% of the portfolio, ranked #62.

Argent Wealth Management first reported a position in IJT in Q4 2019 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold IJT as of Q2 2020.

  • Argent Wealth Management held 17,774 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.67M as of Q2 2020.
  • Argent Wealth Management sold 260 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2020, an estimated $20.3K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.28% of Argent Wealth Management's portfolio in Q2 2020, its #62 holding.
  • Argent Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.