RPg Family Wealth Advisory’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-1,176	Closed	-$147K	–	196
2022 Q1	$147K	Hold	1,176	–	–	0.06%	113
2021 Q4	$163K	Hold	1,176	–	–	0.06%	120
2021 Q3	$153K	Hold	1,176	–	–	0.06%	127
2021 Q2	$156K	Buy	+1,176	New	+$153K	0.06%	133
2020 Q4	$181K	Sell	1,588 -432	-21%	-$44K	0.09%	120
2020 Q3	$178K	Hold	2,020	–	–	0.09%	116
2020 Q2	$171K	Hold	2,020	–	–	0.1%	116
2020 Q1	$139K	Hold	2,020	–	–	0.11%	97
2019 Q4	$195K	Sell	2,020 -54	-3%	-$4.99K	0.11%	102
2019 Q3	$185K	Hold	2,074	–	–	0.11%	100
2019 Q2	$189K	Hold	2,074	–	–	0.11%	97
2019 Q1	$185K	Sell	2,074 -2,026	-49%	-$179K	0.11%	104
2018 Q4	$331K	Sell	4,100 -124	-3%	-$11K	0.32%	40
2018 Q3	$426K	Buy	4,224 +1,494	+55%	+$150K	0.32%	45
2018 Q2	$258K	Buy	2,730 +2,354	+626%	+$216K	0.2%	63
2018 Q1	$32.7K	Sell	376 -180	-32%	-$15.7K	0.03%	157
2017 Q4	$47.3K	Buy	556 +180	+48%	+$15.1K	0.04%	130
2017 Q3	$30.9K	Sell	376 -50	-12%	-$3.9K	0.03%	182
2017 Q2	$33.2K	Hold	426	–	–	0.03%	200
2017 Q1	$32.6K	Buy	+426	New	+$32.3K	0.03%	175
2016 Q1	–	Sell	-302	Closed	-$18.8K	–	273
2015 Q4	$18.8K	Buy	+302	New	+$19.2K	0.02%	148

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

UCFA

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

RPg Family Wealth Advisory's IJT Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 1,176 shares — an estimated $147K sold.

RPg Family Wealth Advisory first reported a position in IJT in Q4 2015 and held it in 21 quarters. The position peaked at $426K in Q3 2018. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,176 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $147K.
RPg Family Wealth Advisory first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and held it in 21 quarters.
RPg Family Wealth Advisory's iShares S&P Small-Cap 600 Growth ETF position peaked at $426K in Q3 2018.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.