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Private Wealth Advisors (Pennsylvania)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020
Q1 		– Sell
-11,060
Closed -$1.09M – 113
2019
Q4 		$1.09M Buy
11,060
+6,014
+119% +$555K 0.58% 50
2019
Q3 		$450K Sell
5,046
-6,944
-58% -$627K 0.23% 96
2019
Q2 		$1.09M Buy
11,990
+1,080
+10% +$97.1K 0.39% 65
2019
Q1 		$973K Buy
10,910
+600
+6% +$53K 0.36% 68
2018
Q4 		$832K Buy
10,310
+784
+8% +$69.8K 0.36% 69
2018
Q3 		$961K Buy
9,526
+550
+6% +$55.3K 0.36% 71
2018
Q2 		$848K Buy
8,976
+446
+5% +$40.9K 0.34% 75
2018
Q1 		$741K Hold
8,530
– – 0.3% 80
2017
Q4 		$726K Buy
8,530
+710
+9% +$59.4K 0.28% 83
2017
Q3 		$643K Hold
7,820
– – 0.26% 86
2017
Q2 		$610K Buy
7,820
+520
+7% +$40K 0.26% 87
2017
Q1 		$559K Buy
7,300
+1,180
+19% +$89.4K 0.25% 87
2016
Q4 		$459K Buy
6,120
+800
+15% +$56.4K 0.21% 90
2016
Q3 		$365K Hold
5,320
– – 0.17% 99
2016
Q2 		$342K Hold
5,320
– – 0.17% 100
2016
Q1 		$330K Hold
5,320
– – 0.18% 97
2015
Q4 		$331K Hold
5,320
– – 0.19% 95
2015
Q3 		$320K Hold
5,320
– – 0.16% 113
2015
Q2 		$348K Hold
5,320
– – 0.16% 111
2015
Q1 		$346K Sell
5,320
-3,100
-37% -$194K 0.16% 104
2014
Q4 		$515K Hold
8,420
– – 0.25% 85
2014
Q3 		$474K Hold
8,420
– – 0.25% 87
2014
Q2 		$509K Hold
8,420
– – 0.26% 86
2014
Q1 		$501K Hold
8,420
– – 0.27% 82
2013
Q4 		$499K Hold
8,420
– – 0.27% 80
2013
Q3 		$456K Hold
8,420
– – 0.27% 79
2013
Q2 		$408K Buy
+8,420
New +$401K 0.25% 82

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Private Wealth Advisors (Pennsylvania)'s IJT Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 11,060 shares — an estimated $1.09M sold.

Private Wealth Advisors (Pennsylvania) first reported a position in IJT in Q2 2013 and held it in 27 quarters. The position peaked at $1.09M in Q2 2019. 451 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 11,060 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $1.09M.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 27 quarters.
  • Private Wealth Advisors (Pennsylvania)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $1.09M in Q2 2019.
  • 451 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.