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Bellwether Investment Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-6,688
Closed -$502K – 866
2016
Q4 		$502K Buy
+6,688
New +$472K 0.45% 54
2016
Q2 		$429K Buy
+6,688
New +$420K 0.47% 60

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
M&T Bank
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bellwether Investment Group's IJT Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2017, closing a stake of 6,688 shares — an estimated $502K sold.

Bellwether Investment Group first reported a position in IJT in Q2 2016 and held it in 2 quarters. The position peaked at $502K in Q4 2016. 351 funds tracked by Wall St. Rank hold IJT as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 6,688 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2017, an estimated $502K.
  • Bellwether Investment Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $502K in Q4 2016.
  • 351 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.