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

Acorn 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
2018
Q3 		– Sell
-1,484
Closed -$142K – 278
2018
Q2 		$142K Hold
1,484
– – 0.12% 141
2018
Q1 		$131K Buy
1,484
+100
+7% +$8.71K 0.11% 147
2017
Q4 		$119K Buy
+1,384
New +$116K 0.11% 151

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Acorn Wealth Advisors's IJT Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2018, closing a stake of 1,484 shares — an estimated $142K sold.

Acorn Wealth Advisors first reported a position in IJT in Q4 2017 and held it in 3 quarters. The position peaked at $142K in Q2 2018. 490 funds tracked by Wall St. Rank hold IJT as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,484 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2018, an estimated $142K.
  • Acorn Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $142K in Q2 2018.
  • 490 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.