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

Rushmore Investment 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
2013 Q2	$7.54M	Buy	+155,800	New	+$7.41M	1.54%	13

Other funds holding IJT

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

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

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return

Rushmore Investment Advisors's IJT Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2013: 155,800 shares worth $7.54M. The stake represents 1.54% of the portfolio and ranks #13 among its holdings.

180 funds tracked by Wall St. Rank hold IJT as of Q2 2013.

Rushmore Investment Advisors held 155,800 shares of iShares S&P Small-Cap 600 Growth ETF worth $7.54M as of Q2 2013.
iShares S&P Small-Cap 600 Growth ETF was a new Rushmore Investment Advisors position in Q2 2013.
iShares S&P Small-Cap 600 Growth ETF made up 1.54% of Rushmore Investment Advisors's portfolio in Q2 2013, its #13 holding.
180 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.