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

Integer Wealth Advisors Group’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
2021 Q1	$3.86M	Sell	29,758 -2,770	-9%	-$352K	2.1%	17
2020 Q4	$3.9M	Sell	32,528 -3,018	-8%	-$308K	2.57%	15
2020 Q3	$3.14M	Buy	35,546 +1,272	+4%	+$114K	2.88%	13
2020 Q2	$2.84M	Buy	34,274 +1,964	+6%	+$153K	2.91%	13
2020 Q1	$2.53M	Sell	32,310 -3,008	-9%	-$266K	2.88%	13
2019 Q4	$3.43M	Buy	+35,318	New	+$3.26M	3.4%	11

Other funds holding IJT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

UCFA

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

Integer Wealth Advisors Group's IJT Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 8.5% in Q1 2021, selling an estimated $352K and leaving 29,758 shares worth $3.86M. The position accounts for 2.1% of the portfolio, ranked #17.

Integer Wealth Advisors Group first reported a position in IJT in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.9M in Q4 2020. 591 funds tracked by Wall St. Rank hold IJT as of Q1 2021.

Integer Wealth Advisors Group held 29,758 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.86M as of Q1 2021.
Integer Wealth Advisors Group sold 2,770 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2021, an estimated $352K.
iShares S&P Small-Cap 600 Growth ETF made up 2.1% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #17 holding.
Integer Wealth Advisors Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.9M in Q4 2020.
591 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.