RWA
IJT icon

River Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

River Wealth Advisors’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
-420
Closed -$34K – 314
2018
Q4 		$34K Hold
420
– – 0.02% 281
2018
Q3 		$42K Hold
420
– – 0.02% 294
2018
Q2 		$40K Buy
+420
New +$38.6K 0.02% 292

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

River Wealth Advisors's IJT Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2019, closing a stake of 420 shares — an estimated $34K sold.

River Wealth Advisors first reported a position in IJT in Q2 2018 and held it in 3 quarters. The position peaked at $42K in Q3 2018. 483 funds tracked by Wall St. Rank hold IJT as of Q1 2019.

  • River Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 420 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2019, an estimated $34K.
  • River Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $42K 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 River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.