Geneva Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Geneva Advisors’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 Q2	$218K	Buy	+2,796	New	+$215K	﹤0.01%	664

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Geneva Advisors's IJT Position: Q2 2017 in Review

Geneva Advisors opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2017: 2,796 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings.

350 funds tracked by Wall St. Rank hold IJT as of Q2 2017.

Geneva Advisors held 2,796 shares of iShares S&P Small-Cap 600 Growth ETF worth $218K as of Q2 2017.
iShares S&P Small-Cap 600 Growth ETF was a new Geneva Advisors position in Q2 2017.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #664 holding.
350 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.