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

Investors Trust’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
2014
Q3 		– Sell
-3,472
Closed -$210K – 75
2014
Q2 		$210K Sell
3,472
-724
-17% -$42K 0.16% 76
2014
Q1 		$250K Hold
4,196
– – 0.21% 67
2013
Q4 		$237K Sell
4,196
-14,794
-78% -$842K 0.18% 88
2013
Q3 		$1.03M Buy
+18,990
New +$991K 0.18% 77

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 29.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Investors Trust's IJT Position: Q3 2014 in Review

Investors Trust sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2014, closing a stake of 3,472 shares — an estimated $210K sold.

Investors Trust first reported a position in IJT in Q3 2013 and held it in 4 quarters. The position peaked at $1.03M in Q3 2013. 204 funds tracked by Wall St. Rank hold IJT as of Q3 2014.

  • Investors Trust reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Investors Trust sold 3,472 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2014, an estimated $210K.
  • Investors Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2013 and held it in 4 quarters.
  • Investors Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.03M in Q3 2013.
  • 204 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2014.

Based on Investors Trust's 13F filing for Q3 2014, filed 17 Nov 2014.