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

LVZ Inc’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
Q1 		– Sell
-66,990
Closed -$5.4M – 84
2018
Q4 		$5.4M Sell
66,990
-111,138
-62% -$9.9M 1.54% 17
2018
Q3 		$16.7M Buy
178,128
+150,308
+540% +$15.1M 4.18% 12
2018
Q2 		$2.63M Buy
27,820
+862
+3% +$79.1K 0.67% 18
2018
Q1 		$2.34M Buy
26,958
+910
+3% +$79.3K 0.64% 19
2017
Q4 		$2.22M Buy
26,048
+664
+3% +$55.5K 0.66% 18
2017
Q3 		$2.09M Buy
+25,384
New +$1.98M 0.67% 17
2016
Q2 		– Sell
-25,306
Closed -$1.57M – 51
2016
Q1 		$1.57M Buy
+25,306
New +$1.47M 0.74% 19
2015
Q4 		– Sell
-64,074
Closed -$3.85M – 40
2015
Q3 		$3.85M Sell
64,074
-52,536
-45% -$3.36M 2.48% 13
2015
Q2 		$7.74M Buy
116,610
+6,180
+6% +$403K 4.3% 13
2015
Q1 		$7.19M Buy
110,430
+27,548
+33% +$1.73M 4.18% 14
2014
Q4 		$5.07M Sell
82,882
-82,560
-50% -$4.84M 3.76% 12
2014
Q3 		$9.31M Buy
165,442
+5,770
+4% +$337K 6.93% 8
2014
Q2 		$9.64M Sell
159,672
-62,942
-28% -$3.65M 7.15% 6
2014
Q1 		$13.2M Buy
222,614
+91,336
+70% +$5.37M 10.6% 1
2013
Q4 		$7.79M Buy
+131,278
New +$7.47M 6.38% 8

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LVZ Inc's IJT Position: Q1 2019 in Review

LVZ Inc sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2019, closing a stake of 66,990 shares — an estimated $5.4M sold.

LVZ Inc first reported a position in IJT in Q4 2013 and held it in 15 quarters. The position peaked at $16.7M in Q3 2018. 483 funds tracked by Wall St. Rank hold IJT as of Q1 2019.

  • LVZ Inc reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • LVZ Inc sold 66,990 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2019, an estimated $5.4M.
  • LVZ Inc first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and held it in 15 quarters.
  • LVZ Inc's iShares S&P Small-Cap 600 Growth ETF position peaked at $16.7M in Q3 2018.
  • 483 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2019.

Based on LVZ Inc's 13F filing for Q1 2019, filed 25 Apr 2019.