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

Beam Wealth Advisors’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
-4,198
Closed -$406K – 160
2019
Q4 		$406K Buy
+4,198
New +$388K 0.38% 86

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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Beam Wealth Advisors's IJT Position: Q1 2020 in Review

Beam Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 4,198 shares — an estimated $406K sold.

Beam Wealth Advisors first reported a position in IJT in Q4 2019 and held it in 1 quarter. The position peaked at $406K in Q4 2019. 451 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

  • Beam Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 4,198 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $406K.
  • Beam Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $406K in Q4 2019.
  • 451 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.