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

Great Diamond 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
Q1 		– Sell
-140
Closed -$13K – 350
2019
Q4 		$13K Buy
+140
New +$12.9K ﹤0.01% 534

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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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UCFA
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GT
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Great Diamond Partners's IJT Position: Q1 2020 in Review

Great Diamond Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 140 shares — an estimated $13K sold.

Great Diamond Partners first reported a position in IJT in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 451 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

  • Great Diamond Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 140 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $13K.
  • Great Diamond Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $13K 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 Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.