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

Israel Englander’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 Q4	–	Sell	-2,412	Closed	-$213	–	5381
2020 Q3	$213	Buy	+2,412	New	+$216K	﹤0.01%	4035
2019 Q2	–	Sell	-2,324	Closed	-$207K	–	4228
2019 Q1	$207K	Buy	+2,324	New	+$205K	﹤0.01%	3719
2017 Q4	–	Sell	-6,870	Closed	-$565K	–	3921
2017 Q3	$565K	Buy	6,870 +3,382	+97%	+$264K	﹤0.01%	2788
2017 Q2	$272K	Buy	+3,488	New	+$268K	﹤0.01%	3078
2016 Q4	–	Sell	-19,220	Closed	-$1.32M	–	3501
2016 Q3	$1.32M	Buy	19,220 +2,966	+18%	+$200K	﹤0.01%	2140
2016 Q2	$1.04M	Sell	16,254 -2,252	-12%	-$142K	﹤0.01%	2139
2016 Q1	$1.15M	Buy	18,506 +13,134	+244%	+$765K	﹤0.01%	2109
2015 Q4	$334K	Buy	+5,372	New	+$341K	﹤0.01%	2858
2015 Q3	–	Sell	-8,828	Closed	-$578K	–	3581
2015 Q2	$578K	Buy	+8,828	New	+$576K	﹤0.01%	2564

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Israel Englander's IJT Position: Q4 2020 in Review

Israel Englander sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2020, closing a stake of 2,412 shares — an estimated $213 sold.

Israel Englander first reported a position in IJT in Q2 2015 and held it in 9 quarters. The position peaked at $1.32M in Q3 2016. 553 funds tracked by Wall St. Rank hold IJT as of Q4 2020.

Israel Englander reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2020 after selling out during the quarter.
Israel Englander sold 2,412 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2020, an estimated $213.
Israel Englander first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2015 and held it in 9 quarters.
Israel Englander's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.32M in Q3 2016.
553 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2020.

Based on Millennium Management's 13F filing for Q4 2020, filed 16 Feb 2021.