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

Cobiz Wealth’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 		$1.23M Sell
13,452
-1,326
-9% -$119K 0.24% 62
2019
Q1 		$1.32M Sell
14,778
-908
-6% -$80.2K 0.25% 67
2018
Q4 		$1.26M Buy
15,686
+6,058
+63% +$540K 0.28% 66
2018
Q3 		$971K Sell
9,628
-214
-2% -$21.5K 0.19% 75
2018
Q2 		$930K Sell
9,842
-242
-2% -$22.2K 0.19% 76
2018
Q1 		$877K Sell
10,084
-416
-4% -$36.2K 0.19% 83
2017
Q4 		$893K Sell
10,500
-468
-4% -$39.1K 0.19% 82
2017
Q3 		$902K Sell
10,968
-1,142
-9% -$89K 0.2% 79
2017
Q2 		$944K Buy
12,110
+522
+5% +$40.1K 0.21% 78
2017
Q1 		$887K Sell
11,588
-1,204
-9% -$91.2K 0.2% 80
2016
Q4 		$959K Sell
12,792
-260
-2% -$18.3K 0.23% 78
2016
Q3 		$895K Sell
13,052
-1,800
-12% -$121K 0.22% 83
2016
Q2 		$954K Sell
14,852
-1,716
-10% -$108K 0.24% 82
2016
Q1 		$1.03M Sell
16,568
-298
-2% -$17.4K 0.25% 78
2015
Q4 		$1.05M Buy
16,866
+2,282
+16% +$145K 0.25% 81
2015
Q3 		$876K Buy
14,584
+1,406
+11% +$90K 0.21% 86
2015
Q2 		$863K Buy
13,178
+476
+4% +$31.1K 0.19% 84
2015
Q1 		$827K Buy
12,702
+900
+8% +$56.4K 0.18% 85
2014
Q4 		$722K Sell
11,802
-316
-3% -$18.5K 0.17% 87
2014
Q3 		$682K Sell
12,118
-2,564
-17% -$150K 0.16% 90
2014
Q2 		$887K Sell
14,682
-2,132
-13% -$124K 0.21% 80
2014
Q1 		$1M Sell
16,814
-776
-4% -$45.6K 0.24% 76
2013
Q4 		$1.04M Buy
17,590
+6,594
+60% +$375K 0.25% 76
2013
Q3 		$596K Buy
10,996
+3,190
+41% +$166K 0.15% 90
2013
Q2 		$763K Buy
+7,806
New +$371K 0.2% 77

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

Cobiz Wealth's IJT Position: Q2 2019 in Review

Cobiz Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 9% in Q2 2019, selling an estimated $119K and leaving 13,452 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #62.

Cobiz Wealth first reported a position in IJT in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.32M in Q1 2019. 472 funds tracked by Wall St. Rank hold IJT as of Q2 2019.

  • Cobiz Wealth held 13,452 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.23M as of Q2 2019.
  • Cobiz Wealth sold 1,326 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $119K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.24% of Cobiz Wealth's portfolio in Q2 2019, its #62 holding.
  • Cobiz Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 25 quarters since.
  • Cobiz Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.32M 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 Cobiz Wealth's 13F filing for Q2 2019, filed 8 Jul 2019.