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

Placemark Investments’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 Q4	$856K	Buy	13,962 +106	+0.8%	+$6.21K	0.02%	951
2014 Q3	$780K	Buy	13,856 +1,400	+11%	+$81.7K	0.01%	984
2014 Q2	$752K	Sell	12,456 -314	-2%	-$18.2K	0.01%	996
2014 Q1	$760K	Sell	12,770 -1,852	-13%	-$109K	0.01%	933
2013 Q4	$868K	Sell	14,622 -7,852	-35%	-$447K	0.01%	911
2013 Q3	$1.22M	Buy	22,474 +12,412	+123%	+$648K	0.02%	707
2013 Q2	$487K	Buy	+10,062	New	+$479K	0.01%	1044

Other funds holding IJT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Placemark Investments's IJT Position: Q4 2014 in Review

Placemark Investments increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.77% in Q4 2014, buying an estimated $6.21K and bringing the position to 13,962 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #951.

Placemark Investments first reported a position in IJT in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.22M in Q3 2013. 242 funds tracked by Wall St. Rank hold IJT as of Q4 2014.

Placemark Investments held 13,962 shares of iShares S&P Small-Cap 600 Growth ETF worth $856K as of Q4 2014.
Placemark Investments bought 106 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2014, an estimated $6.21K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #951 holding.
Placemark Investments first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.22M in Q3 2013.
242 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.