Northstar Wealth Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Northstar Wealth Partners’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 Q3	$284K	Sell	3,220 -790	-20%	-$70.7K	0.13%	117
2020 Q2	$340K	Sell	4,010 -1,100	-22%	-$85.7K	0.14%	131
2020 Q1	$352K	Sell	5,110 -392	-7%	-$34.6K	0.18%	115
2019 Q4	$531K	Sell	5,502 -436	-7%	-$40.3K	0.22%	109
2019 Q3	$530K	Sell	5,938 -1,378	-19%	-$124K	0.23%	106
2019 Q2	$668K	Buy	7,316 +100	+1%	+$8.99K	0.3%	93
2019 Q1	$644K	Sell	7,216 -340	-4%	-$30K	0.3%	92
2018 Q4	$610K	Hold	7,556	–	–	0.32%	89
2018 Q3	$762K	Buy	+7,556	New	+$759K	0.37%	82
2018 Q1	–	Sell	-8,236	Closed	-$709K	–	191
2017 Q4	$709K	Buy	8,236 +250	+3%	+$20.9K	0.63%	53
2017 Q3	$662K	Sell	7,986 -680	-8%	-$53K	0.65%	56
2017 Q2	$672K	Buy	8,666 +110	+1%	+$8.46K	0.61%	53
2017 Q1	$636K	Buy	+8,556	New	+$648K	0.59%	54

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Northstar Wealth Partners's IJT Position: Q3 2020 in Review

Northstar Wealth Partners reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 20% in Q3 2020, selling an estimated $70.7K and leaving 3,220 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #117.

Northstar Wealth Partners first reported a position in IJT in Q1 2017 and has held it in 13 quarters since. The position peaked at $762K in Q3 2018. 475 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

Northstar Wealth Partners held 3,220 shares of iShares S&P Small-Cap 600 Growth ETF worth $284K as of Q3 2020.
Northstar Wealth Partners sold 790 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2020, an estimated $70.7K.
iShares S&P Small-Cap 600 Growth ETF made up 0.13% of Northstar Wealth Partners's portfolio in Q3 2020, its #117 holding.
Northstar Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2017 and has held it in 13 quarters since.
Northstar Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $762K in Q3 2018.
475 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.