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

Independence Advisors’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	$274K	Hold	3,106	–	–	0.06%	76
2020 Q2	$264K	Sell	3,106 -640	-17%	-$49.9K	0.06%	77
2020 Q1	$258K	Sell	3,746 -1,146	-23%	-$101K	0.07%	64
2019 Q4	$473K	Sell	4,892 -2,886	-37%	-$266K	0.11%	51
2019 Q3	$694K	Sell	7,778 -850	-10%	-$76.7K	0.17%	42
2019 Q2	$787K	Hold	8,628	–	–	0.2%	40
2019 Q1	$770K	Buy	8,628 +998	+13%	+$88.2K	0.22%	42
2018 Q4	$615K	Buy	7,630 +3,320	+77%	+$296K	0.2%	42
2018 Q3	$435K	Hold	4,310	–	–	0.13%	49
2018 Q2	$407K	Sell	4,310 -1,816	-30%	-$167K	0.13%	49
2018 Q1	$533K	Buy	+6,126	New	+$534K	0.18%	41

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independence Advisors's IJT Position: Q3 2020 in Review

Independence Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2020 at 3,106 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #76.

Independence Advisors first reported a position in IJT in Q1 2018 and has held it in 11 quarters since. The position peaked at $787K in Q2 2019. 475 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

Independence Advisors held 3,106 shares of iShares S&P Small-Cap 600 Growth ETF worth $274K as of Q3 2020.
Independence Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2020.
iShares S&P Small-Cap 600 Growth ETF made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #76 holding.
Independence Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and has held it in 11 quarters since.
Independence Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $787K in Q2 2019.
475 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.