NFP
IJT icon

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

Novak Financial Planning’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
2021
Q2 		$665K Sell
5,016
-262
-5% -$34.1K 0.33% 77
2021
Q1 		$677K Sell
5,278
-74
-1% -$9.4K 0.37% 73
2020
Q4 		$611K Buy
+5,352
New +$545K 0.36% 72

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
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

Novak Financial Planning's IJT Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5% in Q2 2021, selling an estimated $34.1K and leaving 5,016 shares worth $665K. The position accounts for 0.33% of the portfolio, ranked #77.

Novak Financial Planning first reported a position in IJT in Q4 2020 and has held it in 3 quarters since. The position peaked at $677K in Q1 2021. 598 funds tracked by Wall St. Rank hold IJT as of Q2 2021.

  • Novak Financial Planning held 5,016 shares of iShares S&P Small-Cap 600 Growth ETF worth $665K as of Q2 2021.
  • Novak Financial Planning sold 262 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2021, an estimated $34.1K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.33% of Novak Financial Planning's portfolio in Q2 2021, its #77 holding.
  • Novak Financial Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's iShares S&P Small-Cap 600 Growth ETF position peaked at $677K in Q1 2021.
  • 598 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.