Squar Milner Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-96	Closed	-$6K	–	445
2020 Q1	$6K	Hold	96	–	–	﹤0.01%	582
2019 Q4	$9K	Buy	+96	New	+$8.87K	﹤0.01%	592
2019 Q3	–	Sell	-96	Closed	-$9K	–	447
2019 Q2	$9K	Hold	96	–	–	0.01%	533
2019 Q1	$8K	Hold	96	–	–	0.01%	567
2018 Q4	$8K	Hold	96	–	–	0.01%	505
2018 Q3	$10K	Buy	+96	New	+$9.65K	0.01%	491

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Squar Milner Financial Services's IJT Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2020, closing a stake of 96 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in IJT in Q3 2018 and held it in 6 quarters. The position peaked at $10K in Q3 2018. 463 funds tracked by Wall St. Rank hold IJT as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 96 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2020, an estimated $6K.
Squar Milner Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $10K in Q3 2018.
463 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.