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

Robertson Stephens 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
2017
Q3 		$202K Sell
2,452
-130
-5% -$10.1K 0.17% 64
2017
Q2 		$201K Sell
2,582
-1,588
-38% -$122K 0.18% 66
2017
Q1 		$319K Buy
+4,170
New +$316K 0.28% 64

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Robertson Stephens Advisors's IJT Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5% in Q3 2017, selling an estimated $10.1K and leaving 2,452 shares worth $202K. The position accounts for 0.17% of the portfolio, ranked #64.

Robertson Stephens Advisors first reported a position in IJT in Q1 2017 and has held it in 3 quarters since. The position peaked at $319K in Q1 2017. 361 funds tracked by Wall St. Rank hold IJT as of Q3 2017.

  • Robertson Stephens Advisors held 2,452 shares of iShares S&P Small-Cap 600 Growth ETF worth $202K as of Q3 2017.
  • Robertson Stephens Advisors sold 130 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2017, an estimated $10.1K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.17% of Robertson Stephens Advisors's portfolio in Q3 2017, its #64 holding.
  • Robertson Stephens Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2017 and has held it in 3 quarters since.
  • Robertson Stephens Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $319K in Q1 2017.
  • 361 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.