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Freestone Capital Holdings’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Freestone Capital Holdings’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
2020
Q4 		– Sell
-346
Closed -$30.5K – 1304
2020
Q3 		$30.5K Buy
+346
New +$30.9K ﹤0.01% 569

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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Freestone Capital Holdings's IJT Position: Q4 2020 in Review

Freestone Capital Holdings sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2020, closing a stake of 346 shares — an estimated $30.5K sold.

Freestone Capital Holdings first reported a position in IJT in Q3 2020 and held it in 1 quarter. The position peaked at $30.5K in Q3 2020. 553 funds tracked by Wall St. Rank hold IJT as of Q4 2020.

  • Freestone Capital Holdings reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Freestone Capital Holdings sold 346 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2020, an estimated $30.5K.
  • Freestone Capital Holdings first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's iShares S&P Small-Cap 600 Growth ETF position peaked at $30.5K in Q3 2020.
  • 553 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2020.

Based on Freestone Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.