Rockefeller Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Rockefeller Financial Services’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 Q4	$2.55M	Hold	30,000	–	–	0.04%	174
2017 Q3	$2.47M	Hold	30,000	–	–	0.05%	143
2017 Q2	$2.34M	Hold	30,000	–	–	0.05%	133
2017 Q1	$2.3M	Hold	30,000	–	–	0.05%	137
2016 Q4	$2.25M	Hold	30,000	–	–	0.05%	141
2016 Q3	$2.06M	Hold	30,000	–	–	0.04%	143
2016 Q2	$1.93M	Hold	30,000	–	–	0.04%	151
2016 Q1	$1.86M	Hold	30,000	–	–	0.04%	149
2015 Q4	$1.86M	Hold	30,000	–	–	0.04%	164
2015 Q3	$1.8M	Hold	30,000	–	–	0.04%	158
2015 Q2	$1.97M	Hold	30,000	–	–	0.04%	155
2015 Q1	$1.95M	Hold	30,000	–	–	0.04%	158
2014 Q4	$1.84M	Hold	30,000	–	–	0.04%	156
2014 Q3	$1.69M	Buy	+30,000	New	+$1.75M	0.04%	172
2014 Q2	–	Sell	-30,000	Closed	-$1.78M	–	637
2014 Q1	$1.78M	Hold	30,000	–	–	0.04%	190
2013 Q4	$1.78M	Hold	30,000	–	–	0.04%	203
2013 Q3	$1.63M	Hold	30,000	–	–	0.04%	199
2013 Q2	$1.45M	Buy	+30,000	New	+$1.43M	0.03%	200

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Rockefeller Financial Services's IJT Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2017 at 30,000 shares worth $2.55M. The position accounts for 0.04% of the portfolio, ranked #174.

Rockefeller Financial Services first reported a position in IJT in Q2 2013 and has held it in 18 quarters since. 415 funds tracked by Wall St. Rank hold IJT as of Q4 2017.

Rockefeller Financial Services held 30,000 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.55M as of Q4 2017.
Rockefeller Financial Services left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2017.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Rockefeller Financial Services's portfolio in Q4 2017, its #174 holding.
Rockefeller Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 18 quarters since.
415 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.