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

Highland Private Wealth 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
Q2 		– Sell
-39,476
Closed -$3.43M – 129
2018
Q1 		$3.43M Buy
+39,476
New +$3.44M 2.12% 15

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Highland Private Wealth Management's IJT Position: Q2 2018 in Review

Highland Private Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2018, closing a stake of 39,476 shares — an estimated $3.43M sold.

Highland Private Wealth Management first reported a position in IJT in Q1 2018 and held it in 1 quarter. The position peaked at $3.43M in Q1 2018. 462 funds tracked by Wall St. Rank hold IJT as of Q2 2018.

  • Highland Private Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 39,476 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2018, an estimated $3.43M.
  • Highland Private Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.43M in Q1 2018.
  • 462 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.