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

Resource Management’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 Q1	–	Sell	-2,290	Closed	-$221K	–	144
2019 Q4	$221K	Buy	2,290 +12	+0.5%	+$1.11K	0.04%	135
2019 Q3	$203K	Sell	2,278 -122	-5%	-$11K	0.04%	135
2019 Q2	$219K	Buy	+2,400	New	+$216K	0.04%	128
2018 Q4	–	Sell	-2,306	Closed	-$233K	–	136
2018 Q3	$233K	Buy	+2,306	New	+$232K	0.04%	125

Other funds holding IJT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Resource Management's IJT Position: Q1 2020 in Review

Resource Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 2,290 shares — an estimated $221K sold.

Resource Management first reported a position in IJT in Q3 2018 and held it in 4 quarters. The position peaked at $233K in Q3 2018. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

Resource Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
Resource Management sold 2,290 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $221K.
Resource Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and held it in 4 quarters.
Resource Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $233K in Q3 2018.
449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Resource Management's 13F filing for Q1 2020, filed 5 May 2020.