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Holderness Investments Company’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Holderness Investments Company’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
2019
Q3 		– Sell
-2,510
Closed -$229K – 188
2019
Q2 		$229K Buy
+2,510
New +$226K 0.1% 176
2018
Q4 		– Sell
-3,752
Closed -$378K – 182
2018
Q3 		$378K Buy
+3,752
New +$377K 0.17% 137

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Holderness Investments Company's IJT Position: Q3 2019 in Review

Holderness Investments Company sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2019, closing a stake of 2,510 shares — an estimated $229K sold.

Holderness Investments Company first reported a position in IJT in Q3 2018 and held it in 2 quarters. The position peaked at $378K in Q3 2018. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

  • Holderness Investments Company reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Holderness Investments Company sold 2,510 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2019, an estimated $229K.
  • Holderness Investments Company first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and held it in 2 quarters.
  • Holderness Investments Company's iShares S&P Small-Cap 600 Growth ETF position peaked at $378K in Q3 2018.
  • 467 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2019.

Based on Holderness Investments Company's 13F filing for Q3 2019, filed 1 Nov 2019.