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

MSI 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
2016
Q4 		$6.27M Buy
83,598
+18,630
+29% +$1.31M 0.2% 120
2016
Q3 		$4.45M Buy
64,968
+6,362
+11% +$429K 0.15% 142
2016
Q2 		$3.76M Buy
58,606
+32,094
+121% +$2.02M 0.14% 165
2016
Q1 		$1.65M Buy
26,512
+10,288
+63% +$599K 0.07% 273
2015
Q4 		$1.01M Buy
16,224
+10,636
+190% +$675K 0.05% 356
2015
Q3 		$336K Sell
5,588
-5,020
-47% -$321K 0.03% 486
2015
Q2 		$695K Sell
10,608
-5,644
-35% -$368K 0.05% 372
2015
Q1 		$1.06M Buy
16,252
+12,966
+395% +$812K 0.07% 292
2014
Q4 		$201K Sell
3,286
-934
-22% -$54.8K 0.02% 588
2014
Q3 		$238K Sell
4,220
-5,420
-56% -$316K 0.03% 532
2014
Q2 		$582K Sell
9,640
-54
-0.6% -$3.13K 0.08% 297
2014
Q1 		$577K Sell
9,694
-214
-2% -$12.6K 0.08% 269
2013
Q4 		$588K Buy
9,908
+2,124
+27% +$121K 0.09% 254
2013
Q3 		$422K Buy
7,784
+1,322
+20% +$69K 0.07% 287
2013
Q2 		$313K Buy
+6,462
New +$308K 0.06% 312

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MSI Financial Services's IJT Position: Q4 2016 in Review

MSI Financial Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 29% in Q4 2016, buying an estimated $1.31M and bringing the position to 83,598 shares worth $6.27M. The position accounts for 0.2% of the portfolio, ranked #120.

MSI Financial Services first reported a position in IJT in Q2 2013 and has held it in 15 quarters since. 335 funds tracked by Wall St. Rank hold IJT as of Q4 2016.

  • MSI Financial Services held 83,598 shares of iShares S&P Small-Cap 600 Growth ETF worth $6.27M as of Q4 2016.
  • MSI Financial Services bought 18,630 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2016, an estimated $1.31M.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.2% of MSI Financial Services's portfolio in Q4 2016, its #120 holding.
  • MSI Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 15 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.