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Financial Architects (New Jersey)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Financial Architects (New Jersey)’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
2015
Q1 		– Sell
-220
Closed -$13K – 979
2014
Q4 		$13K Hold
220
– – 0.01% 606
2014
Q3 		$12K Hold
220
– – 0.01% 556
2014
Q2 		$13K Buy
+220
New +$12.8K 0.01% 579

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Financial Architects (New Jersey)'s IJT Position: Q1 2015 in Review

Financial Architects (New Jersey) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2015, closing a stake of 220 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in IJT in Q2 2014 and held it in 3 quarters. The position peaked at $13K in Q4 2014. 255 funds tracked by Wall St. Rank hold IJT as of Q1 2015.

  • Financial Architects (New Jersey) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 220 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2015, an estimated $13K.
  • Financial Architects (New Jersey) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2014 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $13K in Q4 2014.
  • 255 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2015, filed 30 Apr 2015.