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Lloyd Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Lloyd Advisory Services’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
Q1 		– Sell
-372
Closed -$36K – 333
2019
Q4 		$36K Buy
+372
New +$34.4K 0.03% 155

Other funds holding IJT

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lloyd Advisory Services's IJT Position: Q1 2020 in Review

Lloyd Advisory Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 372 shares — an estimated $36K sold.

Lloyd Advisory Services first reported a position in IJT in Q4 2019 and held it in 1 quarter. The position peaked at $36K in Q4 2019. 451 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

  • Lloyd Advisory Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 372 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $36K.
  • Lloyd Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $36K in Q4 2019.
  • 451 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.