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

Rezny Wealth 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
2015
Q4 		– Sell
-80
Closed -$4K – 67
2015
Q3 		$4K Buy
+80
New +$5.12K ﹤0.01% 53

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Rezny Wealth Management's IJT Position: Q4 2015 in Review

Rezny Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2015, closing a stake of 80 shares — an estimated $4K sold.

Rezny Wealth Management first reported a position in IJT in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 284 funds tracked by Wall St. Rank hold IJT as of Q4 2015.

  • Rezny Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2015 after selling out during the quarter.
  • Rezny Wealth Management sold 80 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2015, an estimated $4K.
  • Rezny Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2015 and held it in 1 quarter.
  • Rezny Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $4K in Q3 2015.
  • 284 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2015.

Based on Rezny Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.