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Sensible Financial Planning & Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Sensible Financial Planning & Management’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
2015
Q1 		– Sell
-82
Closed -$5K – 46
2014
Q4 		$5K Hold
82
– – 0.01% 68
2014
Q3 		$5K Buy
+82
New +$4.79K ﹤0.01% 68

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Sensible Financial Planning & Management's IJT Position: Q1 2015 in Review

Sensible Financial Planning & Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2015, closing a stake of 82 shares — an estimated $5K sold.

Sensible Financial Planning & Management first reported a position in IJT in Q3 2014 and held it in 2 quarters. The position peaked at $5K in Q4 2014. 255 funds tracked by Wall St. Rank hold IJT as of Q1 2015.

  • Sensible Financial Planning & Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 82 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2015, an estimated $5K.
  • Sensible Financial Planning & Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2014 and held it in 2 quarters.
  • Sensible Financial Planning & Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $5K in Q4 2014.
  • 255 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2015, filed 14 May 2015.