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

Omnia Family Wealth’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
2017
Q2 		– Sell
-70
Closed -$5K – 724
2017
Q1 		$5K Buy
+70
New +$5.3K ﹤0.01% 381

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Omnia Family Wealth's IJT Position: Q2 2017 in Review

Omnia Family Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2017, closing a stake of 70 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in IJT in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 351 funds tracked by Wall St. Rank hold IJT as of Q2 2017.

  • Omnia Family Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 70 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2017, an estimated $5K.
  • Omnia Family Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2017 and held it in 1 quarter.
  • Omnia Family Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $5K in Q1 2017.
  • 351 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.