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Epstein & White Financial’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Epstein & White Financial’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
2018
Q4 		– Sell
-3,536
Closed -$351K – 90
2018
Q3 		$351K Sell
3,536
-1,414
-29% -$142K 0.23% 49
2018
Q2 		$471K Sell
4,950
-26,682
-84% -$2.45M 0.35% 49
2018
Q1 		$2.74M Buy
31,632
+394
+1% +$34.3K 1.76% 11
2017
Q4 		$2.77M Buy
+31,238
New +$2.61M 1.6% 15

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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Epstein & White Financial's IJT Position: Q4 2018 in Review

Epstein & White Financial sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 3,536 shares — an estimated $351K sold.

Epstein & White Financial first reported a position in IJT in Q4 2017 and held it in 4 quarters. The position peaked at $2.77M in Q4 2017. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

  • Epstein & White Financial reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Epstein & White Financial sold 3,536 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $351K.
  • Epstein & White Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 4 quarters.
  • Epstein & White Financial's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.77M in Q4 2017.
  • 468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.