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

Family 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
-1,470
Closed -$142K – 175
2019
Q4 		$142K Hold
1,470
– – 0.05% 158
2019
Q3 		$131K Hold
1,470
– – 0.05% 142
2019
Q2 		$134K Buy
+1,470
New +$132K 0.05% 136

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Family Management's IJT Position: Q1 2020 in Review

Family Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 1,470 shares — an estimated $142K sold.

Family Management first reported a position in IJT in Q2 2019 and held it in 3 quarters. The position peaked at $142K in Q4 2019. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

  • Family Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Family Management sold 1,470 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $142K.
  • Family Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2019 and held it in 3 quarters.
  • Family Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $142K in Q4 2019.
  • 449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Family Management's 13F filing for Q1 2020, filed 6 May 2020.