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

Engrave Wealth Partners’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
Q3 		– Sell
-248
Closed -$21K – 235
2020
Q2 		$21K Hold
248
– – 0.02% 176
2020
Q1 		$17K Hold
248
– – 0.02% 164
2019
Q4 		$23K Buy
+248
New +$22.9K 0.02% 200

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Engrave Wealth Partners's IJT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2020, closing a stake of 248 shares — an estimated $21K sold.

Engrave Wealth Partners first reported a position in IJT in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 474 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 248 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2020, an estimated $21K.
  • Engrave Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $23K in Q4 2019.
  • 474 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.