EWM
IJT icon

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

Evercore 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
2014
Q2 		– Sell
-3,746
Closed -$223K – 1024
2014
Q1 		$223K Sell
3,746
-124
-3% -$7.28K 0.01% 357
2013
Q4 		$229K Hold
3,870
– – 0.01% 351
2013
Q3 		$210K Hold
3,870
– – 0.01% 394
2013
Q2 		$188K Buy
+3,870
New +$184K 0.01% 406

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Evercore Wealth Management's IJT Position: Q2 2014 in Review

Evercore Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2014, closing a stake of 3,746 shares — an estimated $223K sold.

Evercore Wealth Management first reported a position in IJT in Q2 2013 and held it in 4 quarters. The position peaked at $229K in Q4 2013. 209 funds tracked by Wall St. Rank hold IJT as of Q2 2014.

  • Evercore Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 3,746 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2014, an estimated $223K.
  • Evercore Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 4 quarters.
  • Evercore Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $229K in Q4 2013.
  • 209 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.