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Ladenburg Thalmann Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$6.5M Buy
69,908
+2,236
+3% +$206K 0.04% 403
2019
Q3 		$6.04M Sell
67,672
-17,980
-21% -$1.62M 0.04% 405
2019
Q2 		$7.82M Sell
85,652
-932
-1% -$83.8K 0.06% 327
2019
Q1 		$7.73M Sell
86,584
-7,584
-8% -$670K 0.06% 313
2018
Q4 		$7.62M Sell
94,168
-199,144
-68% -$17.7M 0.07% 260
2018
Q3 		$29.6M Buy
293,312
+214,200
+271% +$21.5M 0.25% 99
2018
Q2 		$6.87M Hold
79,112
– – 0.06% 277
2018
Q1 		$6.87M Sell
79,112
-61,606
-44% -$5.37M 0.06% 277
2017
Q4 		$12M Buy
140,718
+70,290
+100% +$5.88M 0.11% 174
2017
Q3 		$5.79M Buy
70,428
+12,502
+22% +$975K 0.06% 281
2017
Q2 		$4.5M Sell
57,926
-30,312
-34% -$2.33M 0.05% 312
2017
Q1 		$6.72M Buy
88,238
+13,656
+18% +$1.03M 0.09% 219
2016
Q4 		$5.54M Buy
74,582
+10,152
+16% +$716K 0.08% 236
2016
Q3 		$4.41M Buy
64,430
+24,694
+62% +$1.67M 0.07% 264
2016
Q2 		$2.55M Buy
39,736
+3,934
+11% +$247K 0.04% 385
2016
Q1 		$2.21M Sell
35,802
-172,504
-83% -$10.1M 0.04% 399
2015
Q4 		$12.9M Sell
208,306
-21,882
-10% -$1.39M 0.24% 95
2015
Q3 		$13.9M Buy
230,188
+17,122
+8% +$1.1M 0.29% 84
2015
Q2 		$14M Buy
213,066
+29,170
+16% +$1.9M 0.26% 93
2015
Q1 		$11.9M Buy
183,896
+64,144
+54% +$4.02M 0.23% 101
2014
Q4 		$7.33M Buy
119,752
+852
+0.7% +$50K 0.16% 136
2014
Q3 		$6.6M Buy
118,900
+65,992
+125% +$3.85M 0.18% 115
2014
Q2 		$3.2M Buy
52,908
+2,360
+5% +$137K 0.09% 192
2014
Q1 		$3.01M Buy
50,548
+33,370
+194% +$1.96M 0.09% 177
2013
Q4 		$1.02M Buy
17,178
+3,292
+24% +$187K 0.03% 436
2013
Q3 		$753K Buy
13,886
+5,456
+65% +$285K 0.03% 511
2013
Q2 		$408K Buy
+8,430
New +$401K 0.01% 706

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
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 $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IJT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.3% in Q4 2019, buying an estimated $206K and bringing the position to 69,908 shares worth $6.5M. The position accounts for 0.04% of the portfolio, ranked #403.

Ladenburg Thalmann Financial Services first reported a position in IJT in Q2 2013 and has held it in 27 quarters since. The position peaked at $29.6M in Q3 2018. 540 funds tracked by Wall St. Rank hold IJT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 69,908 shares of iShares S&P Small-Cap 600 Growth ETF worth $6.5M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 2,236 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2019, an estimated $206K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #403 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $29.6M in Q3 2018.
  • 540 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.