Brand Asset Management Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Brand Asset Management Group’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
2021 Q2	–	Sell	-54	Closed	-$7K	–	156
2021 Q1	$7K	Hold	54	–	–	﹤0.01%	246
2020 Q4	$6K	Hold	54	–	–	﹤0.01%	216
2020 Q3	$5K	Hold	54	–	–	﹤0.01%	229
2020 Q2	$5K	Sell	54 -62	-53%	-$4.83K	﹤0.01%	226
2020 Q1	$8K	Buy	116 +62	+115%	+$5.47K	0.01%	202
2019 Q4	$5K	Hold	54	–	–	﹤0.01%	291
2019 Q3	$5K	Hold	54	–	–	﹤0.01%	288
2019 Q2	$5K	Hold	54	–	–	﹤0.01%	298
2019 Q1	$5K	Hold	54	–	–	﹤0.01%	282
2018 Q4	$4K	Hold	54	–	–	﹤0.01%	200
2018 Q3	$5K	Hold	54	–	–	﹤0.01%	235
2018 Q2	$5K	Buy	+54	New	+$4.96K	﹤0.01%	220

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Brand Asset Management Group's IJT Position: Q2 2021 in Review

Brand Asset Management Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2021, closing a stake of 54 shares — an estimated $7K sold.

Brand Asset Management Group first reported a position in IJT in Q2 2018 and held it in 12 quarters. The position peaked at $8K in Q1 2020. 598 funds tracked by Wall St. Rank hold IJT as of Q2 2021.

Brand Asset Management Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2021 after selling out during the quarter.
Brand Asset Management Group sold 54 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2021, an estimated $7K.
Brand Asset Management Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 12 quarters.
Brand Asset Management Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $8K in Q1 2020.
598 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.