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

Concert Wealth Management’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
Q3 		– Sell
-6,282
Closed -$490K – 79
2017
Q2 		$490K Sell
6,282
-13,698
-69% -$1.05M 0.48% 65
2017
Q1 		$1.5M Buy
19,980
+9,442
+90% +$716K 0.34% 78
2016
Q4 		$795K Sell
10,538
-19,424
-65% -$1.37M 0.18% 174
2016
Q3 		$2.05M Buy
29,962
+13,772
+85% +$930K 0.25% 95
2016
Q2 		$1.04M Buy
16,190
+11,434
+240% +$719K 0.14% 198
2016
Q1 		$295K Sell
4,756
-20,866
-81% -$1.22M 0.04% 460
2015
Q4 		$1.59M Buy
25,622
+794
+3% +$50.4K 0.21% 118
2015
Q3 		$1.49M Buy
24,828
+10,230
+70% +$655K 0.2% 124
2015
Q2 		$960K Buy
14,598
+814
+6% +$53.1K 0.12% 213
2015
Q1 		$609K Buy
+13,784
New +$864K 0.17% 170
2014
Q4 		– Sell
-4,224
Closed -$238K – 650
2014
Q3 		$238K Sell
4,224
-988
-19% -$57.7K 0.03% 447
2014
Q2 		$308K Sell
5,212
-5,686
-52% -$330K 0.04% 410
2014
Q1 		$636K Sell
10,898
-2,478
-19% -$146K 0.08% 221
2013
Q4 		$799K Buy
13,376
+3,160
+31% +$180K 0.1% 173
2013
Q3 		$559K Sell
10,216
-1,008
-9% -$52.6K 0.08% 235
2013
Q2 		$543K Buy
+11,224
New +$534K 0.08% 208

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
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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Concert Wealth Management's IJT Position: Q3 2017 in Review

Concert Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2017, closing a stake of 6,282 shares — an estimated $490K sold.

Concert Wealth Management first reported a position in IJT in Q2 2013 and held it in 16 quarters. The position peaked at $2.05M in Q3 2016. 361 funds tracked by Wall St. Rank hold IJT as of Q3 2017.

  • Concert Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,282 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2017, an estimated $490K.
  • Concert Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.05M in Q3 2016.
  • 361 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.