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Riverpoint Wealth Management Holdings’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Riverpoint Wealth Management Holdings’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
-4,632
Closed -$448K – 71
2019
Q4 		$448K Buy
4,632
+46
+1% +$4.25K 0.18% 50
2019
Q3 		$409K Buy
4,586
+82
+2% +$7.4K 0.18% 43
2019
Q2 		$411K Sell
4,504
-4,678
-51% -$421K 0.19% 42
2019
Q1 		$819K Buy
9,182
+162
+2% +$14.3K 0.4% 31
2018
Q4 		$724K Sell
9,020
-312
-3% -$27.8K 0.4% 30
2018
Q3 		$942K Buy
9,332
+1,288
+16% +$129K 0.48% 24
2018
Q2 		$760K Buy
8,044
+1,224
+18% +$112K 0.42% 25
2018
Q1 		$593K Buy
6,820
+128
+2% +$11.2K 0.36% 24
2017
Q4 		$573K Buy
6,692
+64
+1% +$5.35K 0.36% 23
2017
Q3 		$550K Buy
6,628
+4
+0.1% +$312 0.36% 23
2017
Q2 		$514K Buy
6,624
+226
+4% +$17.4K 0.36% 22
2017
Q1 		$474K Sell
6,398
-48
-0.7% -$3.64K 0.36% 22
2016
Q4 		$478K Buy
+6,446
New +$455K 0.39% 21

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Riverpoint Wealth Management Holdings's IJT Position: Q1 2020 in Review

Riverpoint Wealth Management Holdings sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 4,632 shares — an estimated $448K sold.

Riverpoint Wealth Management Holdings first reported a position in IJT in Q4 2016 and held it in 13 quarters. The position peaked at $942K in Q3 2018. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

  • Riverpoint Wealth Management Holdings reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 4,632 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $448K.
  • Riverpoint Wealth Management Holdings first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and held it in 13 quarters.
  • Riverpoint Wealth Management Holdings's iShares S&P Small-Cap 600 Growth ETF position peaked at $942K in Q3 2018.
  • 449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2020, filed 11 May 2020.