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

GFS Private Wealth’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 Q4	$525K	Buy	+6,176	New	+$516K	0.18%	41

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

GFS Private Wealth's IJT Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2017: 6,176 shares worth $525K. The stake represents 0.18% of the portfolio and ranks #41 among its holdings.

415 funds tracked by Wall St. Rank hold IJT as of Q4 2017.

GFS Private Wealth held 6,176 shares of iShares S&P Small-Cap 600 Growth ETF worth $525K as of Q4 2017.
iShares S&P Small-Cap 600 Growth ETF was a new GFS Private Wealth position in Q4 2017.
iShares S&P Small-Cap 600 Growth ETF made up 0.18% of GFS Private Wealth's portfolio in Q4 2017, its #41 holding.
415 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.