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Polaris Wealth Advisory Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Polaris Wealth Advisory Group’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
Q2 		– Sell
-530
Closed -$46K – 335
2018
Q1 		$46K Buy
+530
New +$46.2K ﹤0.01% 222

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Polaris Wealth Advisory Group's IJT Position: Q2 2018 in Review

Polaris Wealth Advisory Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2018, closing a stake of 530 shares — an estimated $46K sold.

Polaris Wealth Advisory Group first reported a position in IJT in Q1 2018 and held it in 1 quarter. The position peaked at $46K in Q1 2018. 462 funds tracked by Wall St. Rank hold IJT as of Q2 2018.

  • Polaris Wealth Advisory Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 530 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2018, an estimated $46K.
  • Polaris Wealth Advisory Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $46K in Q1 2018.
  • 462 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2018, filed 9 Jul 2018.