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

Prestige Wealth Management Group’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	–	Sell	-12	Closed	-$1K	–	899
2020 Q2	$1K	Sell	12 -242	-95%	-$18.9K	﹤0.01%	782
2020 Q1	$18K	Sell	254 -2	-0.8%	-$177	0.01%	294
2019 Q4	$25K	Hold	256	–	–	0.01%	265
2019 Q3	$23K	Hold	256	–	–	0.01%	262
2019 Q2	$23K	Sell	256 -28	-10%	-$2.52K	0.01%	258
2019 Q1	$25K	Hold	284	–	–	0.02%	250
2018 Q4	$23K	Buy	+284	New	+$25.3K	0.02%	281

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prestige Wealth Management Group's IJT Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2020, closing a stake of 12 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in IJT in Q4 2018 and held it in 7 quarters. The position peaked at $25K in Q4 2019. 474 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

Prestige Wealth Management Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2020 after selling out during the quarter.
Prestige Wealth Management Group sold 12 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2020, an estimated $1K.
Prestige Wealth Management Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 7 quarters.
Prestige Wealth Management Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $25K in Q4 2019.
474 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.