Relative Value Partners Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Relative Value Partners 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
2024 Q2	$3.5M	Buy	+27,284	New	+$3.49M	0.45%	56

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Relative Value Partners Group's IJT Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024: 27,284 shares worth $3.5M. The stake represents 0.45% of the portfolio and ranks #56 among its holdings.

685 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

Relative Value Partners Group held 27,284 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.5M as of Q2 2024.
iShares S&P Small-Cap 600 Growth ETF was a new Relative Value Partners Group position in Q2 2024.
iShares S&P Small-Cap 600 Growth ETF made up 0.45% of Relative Value Partners Group's portfolio in Q2 2024, its #56 holding.
685 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.