Lake Point Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$0	Hold	2	–	–	﹤0.01%	471
2022 Q1	$0	Hold	2	–	–	﹤0.01%	445
2021 Q4	$0	Hold	2	–	–	﹤0.01%	460
2021 Q3	$0	Hold	2	–	–	﹤0.01%	428
2021 Q2	$0	Buy	+2	New	+$260	﹤0.01%	426
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	326
2019 Q4	$1K	Buy	+8	New	+$739	﹤0.01%	562
2019 Q2	$10K	Hold	108	–	–	﹤0.01%	327
2019 Q1	$10K	Sell	108 -4,690	-98%	-$414K	﹤0.01%	327
2018 Q4	$387K	Buy	+4,798	New	+$427K	0.14%	98

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

UCFA

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

Lake Point Wealth Management's IJT Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2022 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Lake Point Wealth Management first reported a position in IJT in Q4 2018 and has held it in 10 quarters since. The position peaked at $387K in Q4 2018. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Lake Point Wealth Management held 2 shares of iShares S&P Small-Cap 600 Growth ETF worth $0 as of Q2 2022.
Lake Point Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2022.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #471 holding.
Lake Point Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $387K in Q4 2018.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.