BRWM
IJT icon

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

B. Riley 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
Q1 		– Sell
-2,102
Closed -$203K – 539
2019
Q4 		$203K Buy
+2,102
New +$194K 0.03% 362
2019
Q1 		– Sell
-2,628
Closed -$212K – 410
2018
Q4 		$212K Sell
2,628
-6,616
-72% -$589K 0.04% 299
2018
Q3 		$932K Buy
+9,244
New +$929K 0.23% 99
2015
Q3 		– Sell
-2,220
Closed -$145K – 440
2015
Q2 		$145K Buy
2,220
+1,566
+239% +$102K 0.12% 222
2015
Q1 		$42K Sell
654
-266
-29% -$16.7K 0.03% 436
2014
Q4 		$56K Hold
920
– – 0.05% 376
2014
Q3 		$51K Hold
920
– – 0.04% 406
2014
Q2 		$55K Sell
920
-4,486
-83% -$260K 0.04% 448
2014
Q1 		$322K Buy
+5,406
New +$318K 0.24% 110

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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 $564B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM