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

AmeriServ 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
2015
Q3 		– Sell
-400
Closed -$26K – 111
2015
Q2 		$26K Buy
+400
New +$26.1K 0.03% 110
2014
Q1 		– Sell
-5,100
Closed -$302K – 150
2013
Q4 		$302K Hold
5,100
– – 0.18% 134
2013
Q3 		$276K Hold
5,100
– – 0.18% 139
2013
Q2 		$247K Buy
+5,100
New +$243K 0.16% 144

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

AmeriServ Wealth Advisors's IJT Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2015, closing a stake of 400 shares — an estimated $26K sold.

AmeriServ Wealth Advisors first reported a position in IJT in Q2 2013 and held it in 4 quarters. The position peaked at $302K in Q4 2013. 276 funds tracked by Wall St. Rank hold IJT as of Q3 2015.

  • AmeriServ Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2015 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 400 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2015, an estimated $26K.
  • AmeriServ Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 4 quarters.
  • AmeriServ Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $302K in Q4 2013.
  • 276 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.