Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-312	Closed	-$29K	–	214
2018 Q2	$29K	Hold	312	–	–	0.01%	220
2018 Q1	$27K	Buy	+312	New	+$27.2K	0.01%	219
2017 Q4	–	Sell	-308	Closed	-$25K	–	337
2017 Q3	$25K	Hold	308	–	–	0.01%	200
2017 Q2	$24K	Hold	308	–	–	0.01%	196
2017 Q1	$24K	Hold	308	–	–	0.01%	212
2016 Q4	$24K	Buy	308 +2	+0.7%	+$141	0.01%	228
2016 Q3	$20K	Buy	+306	New	+$20.7K	0.01%	234

Other funds holding IJT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IJT Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2018, closing a stake of 312 shares — an estimated $29K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IJT in Q3 2016 and held it in 7 quarters. The position peaked at $29K in Q2 2018. 492 funds tracked by Wall St. Rank hold IJT as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 312 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2018, an estimated $29K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and held it in 7 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $29K in Q2 2018.
492 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.