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Claraphi Advisory Network’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Claraphi Advisory Network’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
Q4 		– Sell
-504
Closed -$45K – 299
2019
Q3 		$45K Buy
+504
New +$45.5K 0.03% 276

Other funds holding IJT

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Claraphi Advisory Network's IJT Position: Q4 2019 in Review

Claraphi Advisory Network sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2019, closing a stake of 504 shares — an estimated $45K sold.

Claraphi Advisory Network first reported a position in IJT in Q3 2019 and held it in 1 quarter. The position peaked at $45K in Q3 2019. 540 funds tracked by Wall St. Rank hold IJT as of Q4 2019.

  • Claraphi Advisory Network reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Claraphi Advisory Network sold 504 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2019, an estimated $45K.
  • Claraphi Advisory Network first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2019 and held it in 1 quarter.
  • Claraphi Advisory Network's iShares S&P Small-Cap 600 Growth ETF position peaked at $45K in Q3 2019.
  • 540 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2019.

Based on Claraphi Advisory Network's 13F filing for Q4 2019, filed 13 Feb 2020.