BA
IJT icon

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

Belvedere 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
2019
Q2 		– Sell
-306
Closed -$27K – 39
2019
Q1 		$27K Buy
+306
New +$27K 0.35% 40

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belvedere Advisors's IJT Position: Q2 2019 in Review

Belvedere Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2019, closing a stake of 306 shares — an estimated $27K sold.

Belvedere Advisors first reported a position in IJT in Q1 2019 and held it in 1 quarter. The position peaked at $27K in Q1 2019. 472 funds tracked by Wall St. Rank hold IJT as of Q2 2019.

  • Belvedere Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Belvedere Advisors sold 306 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $27K.
  • Belvedere Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 1 quarter.
  • Belvedere Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $27K in Q1 2019.
  • 472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.