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

KWMG LLC’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
2019
Q2 		– Sell
-206
Closed -$18K – 266
2019
Q1 		$18K Hold
206
– – ﹤0.01% 236
2018
Q4 		$17K Hold
206
– – ﹤0.01% 239
2018
Q3 		$21K Buy
206
+66
+47% +$6.63K 0.01% 217
2018
Q2 		$13K Buy
+140
New +$12.8K ﹤0.01% 261

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWMG LLC's IJT Position: Q2 2019 in Review

KWMG LLC sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2019, closing a stake of 206 shares — an estimated $18K sold.

KWMG LLC first reported a position in IJT in Q2 2018 and held it in 4 quarters. The position peaked at $21K in Q3 2018. 472 funds tracked by Wall St. Rank hold IJT as of Q2 2019.

  • KWMG LLC reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • KWMG LLC sold 206 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $18K.
  • KWMG LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 4 quarters.
  • KWMG LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $21K in Q3 2018.
  • 472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.