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

Ropes Wealth Advisors’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 Q1	–	Sell	-78	Closed	-$9K	–	498
2020 Q4	$9K	Buy	78 +74	+1,850%	+$7.54K	﹤0.01%	543
2020 Q3	$0	Buy	+4	New	+$358	﹤0.01%	636
2020 Q1	–	Sell	-1,540	Closed	-$149K	–	546
2019 Q4	$149K	Hold	1,540	–	–	0.03%	234
2019 Q3	$137K	Buy	+1,540	New	+$139K	0.03%	250
2018 Q2	–	Sell	-372	Closed	-$32K	–	583
2018 Q1	$32K	Buy	372 +86	+30%	+$7.49K	0.01%	367
2017 Q4	$24K	Sell	286 -234	-45%	-$19.6K	0.01%	417
2017 Q3	$43K	Hold	520	–	–	0.01%	343
2017 Q2	$41K	Hold	520	–	–	0.01%	350
2017 Q1	$40K	Hold	520	–	–	0.01%	348
2016 Q4	$39K	Hold	520	–	–	0.01%	345
2016 Q3	$36K	Buy	+520	New	+$35.1K	0.01%	308

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ropes Wealth Advisors's IJT Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2021, closing a stake of 78 shares — an estimated $9K sold.

Ropes Wealth Advisors first reported a position in IJT in Q3 2016 and held it in 11 quarters. The position peaked at $149K in Q4 2019. 591 funds tracked by Wall St. Rank hold IJT as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 78 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2021, an estimated $9K.
Ropes Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and held it in 11 quarters.
Ropes Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $149K in Q4 2019.
591 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.