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

Kabarec Financial 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
2018
Q2 		– Sell
-80
Closed -$7K – 89
2018
Q1 		$7K Buy
+80
New +$6.97K ﹤0.01% 81

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Kabarec Financial Advisors's IJT Position: Q2 2018 in Review

Kabarec Financial Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2018, closing a stake of 80 shares — an estimated $7K sold.

Kabarec Financial Advisors first reported a position in IJT in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 463 funds tracked by Wall St. Rank hold IJT as of Q2 2018.

  • Kabarec Financial Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 80 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2018, an estimated $7K.
  • Kabarec Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and held it in 1 quarter.
  • Kabarec Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $7K in Q1 2018.
  • 463 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.