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

Valley Wealth Managers’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	-3,282	Closed	-$227K	–	170
2020 Q1	$227K	Sell	3,282 -910	-22%	-$80.3K	0.03%	152
2019 Q4	$405K	Sell	4,192 -492	-11%	-$45.4K	0.04%	145
2019 Q3	$418K	Buy	4,684 +50	+1%	+$4.51K	0.04%	148
2019 Q2	$422K	Buy	4,634 +2,346	+103%	+$211K	0.04%	152
2019 Q1	$204K	Buy	+2,288	New	+$202K	0.02%	195

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

UCFA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Valley Wealth Managers's IJT Position: Q2 2020 in Review

Valley Wealth Managers sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2020, closing a stake of 3,282 shares — an estimated $227K sold.

Valley Wealth Managers first reported a position in IJT in Q1 2019 and held it in 5 quarters. The position peaked at $422K in Q2 2019. 463 funds tracked by Wall St. Rank hold IJT as of Q2 2020.

Valley Wealth Managers reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2020 after selling out during the quarter.
Valley Wealth Managers sold 3,282 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2020, an estimated $227K.
Valley Wealth Managers first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 5 quarters.
Valley Wealth Managers's iShares S&P Small-Cap 600 Growth ETF position peaked at $422K in Q2 2019.
463 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2020.

Based on Valley Wealth Managers's 13F filing for Q2 2020, filed 28 Jul 2020.