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

RMR Wealth Builders’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
2021
Q2 		– Sell
-170
Closed -$22K – 405
2021
Q1 		$22K Buy
170
+60
+55% +$7.62K 0.01% 493
2020
Q4 		$13K Buy
+110
New +$11.2K 0.01% 389

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RMR Wealth Builders's IJT Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2021, closing a stake of 170 shares — an estimated $22K sold.

RMR Wealth Builders first reported a position in IJT in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2021. 598 funds tracked by Wall St. Rank hold IJT as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 170 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2021, an estimated $22K.
  • RMR Wealth Builders first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's iShares S&P Small-Cap 600 Growth ETF position peaked at $22K in Q1 2021.
  • 598 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.