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

Leonetti & Associates’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
Q4 		$1.05M Sell
13,050
-402
-3% -$35.8K 0.39% 24
2018
Q3 		$1.36M Sell
13,452
-494
-4% -$49.7K 0.35% 27
2018
Q2 		$1.32M Sell
13,946
-896
-6% -$82.2K 0.36% 28
2018
Q1 		$1.29M Sell
14,842
-2,662
-15% -$232K 0.37% 30
2017
Q4 		$1.49M Sell
17,504
-302
-2% -$25.3K 0.4% 29
2017
Q3 		$1.46M Sell
17,806
-448
-2% -$34.9K 0.39% 31
2017
Q2 		$1.42M Sell
18,254
-346
-2% -$26.6K 0.4% 30
2017
Q1 		$1.42M Buy
18,600
+180
+1% +$13.6K 0.41% 30
2016
Q4 		$1.38M Sell
18,420
-186
-1% -$13.1K 0.41% 28
2016
Q3 		$1.28M Sell
18,606
-122
-0.7% -$8.23K 0.36% 32
2016
Q2 		$1.2M Sell
18,728
-136
-0.7% -$8.55K 0.34% 35
2016
Q1 		$1.17M Buy
18,864
+194
+1% +$11.3K 0.34% 33
2015
Q4 		$1.16M Buy
18,670
+202
+1% +$12.8K 0.35% 35
2015
Q3 		$1.11M Buy
18,468
+482
+3% +$30.8K 0.35% 35
2015
Q2 		$1.18M Sell
17,986
-270
-1% -$17.6K 0.34% 37
2015
Q1 		$1.19M Sell
18,256
-128
-0.7% -$8.02K 0.35% 37
2014
Q4 		$1.13M Buy
18,384
+166
+0.9% +$9.73K 0.35% 37
2014
Q3 		$1.02M Sell
18,218
-25,498
-58% -$1.49M 0.33% 35
2014
Q2 		$2.64M Sell
43,716
-52
-0.1% -$3.02K 0.91% 27
2014
Q1 		$2.6M Sell
43,768
-836
-2% -$49.1K 0.88% 28
2013
Q4 		$2.65M Sell
44,604
-4,464
-9% -$254K 0.92% 26
2013
Q3 		$2.66M Sell
49,068
-1,420
-3% -$74.1K 0.97% 27
2013
Q2 		$2.44M Buy
+50,488
New +$2.4M 0.94% 27

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 $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leonetti & Associates's IJT Position: Q4 2018 in Review

Leonetti & Associates reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3% in Q4 2018, selling an estimated $35.8K and leaving 13,050 shares worth $1.05M. The position accounts for 0.39% of the portfolio, ranked #24.

Leonetti & Associates first reported a position in IJT in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.66M in Q3 2013. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

  • Leonetti & Associates held 13,050 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.05M as of Q4 2018.
  • Leonetti & Associates sold 402 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $35.8K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.39% of Leonetti & Associates's portfolio in Q4 2018, its #24 holding.
  • Leonetti & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 23 quarters since.
  • Leonetti & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.66M in Q3 2013.
  • 468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.