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

Rice Partnership’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	-76	Closed	-$6K	–	96
2020 Q2	$6K	Hold	76	–	–	﹤0.01%	87
2020 Q1	$5K	Hold	76	–	–	﹤0.01%	96
2019 Q4	$7K	Hold	76	–	–	﹤0.01%	96
2019 Q3	$7K	Hold	76	–	–	﹤0.01%	103
2019 Q2	$7K	Buy	+76	New	+$6.83K	﹤0.01%	98

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 22.96% 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

Rice Partnership's IJT Position: Q3 2020 in Review

Rice Partnership sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2020, closing a stake of 76 shares — an estimated $6K sold.

Rice Partnership first reported a position in IJT in Q2 2019 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 474 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

Rice Partnership reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2020 after selling out during the quarter.
Rice Partnership sold 76 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2020, an estimated $6K.
Rice Partnership first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2019 and held it in 5 quarters.
Rice Partnership's iShares S&P Small-Cap 600 Growth ETF position peaked at $7K 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 Rice Partnership's 13F filing for Q3 2020, filed 12 Nov 2020.