Covenant Multifamily Offices’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Covenant Multifamily Offices’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	-4,212	Closed	-$357K	–	148
2019 Q4	$357K	Buy	4,212 +1,272	+43%	+$117K	0.06%	146
2019 Q3	$262K	Buy	+2,940	New	+$265K	0.06%	127
2018 Q4	–	Sell	-24,020	Closed	-$2.42M	–	67
2018 Q3	$2.42M	Buy	+24,020	New	+$2.41M	0.85%	14

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UCFA

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Covenant Multifamily Offices's IJT Position: Q1 2020 in Review

Covenant Multifamily Offices sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 4,212 shares — an estimated $357K sold.

Covenant Multifamily Offices first reported a position in IJT in Q3 2018 and held it in 3 quarters. The position peaked at $2.42M in Q3 2018. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

Covenant Multifamily Offices reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
Covenant Multifamily Offices sold 4,212 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $357K.
Covenant Multifamily Offices first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and held it in 3 quarters.
Covenant Multifamily Offices's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.42M in Q3 2018.
449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Covenant Multifamily Offices's 13F filing for Q1 2020, filed 5 May 2020.