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

Sequoia Wealth 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
2018
Q1 		– Sell
-4,036
Closed -$348K – 63
2017
Q4 		$348K Buy
+4,036
New +$338K 0.31% 39

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Sequoia Wealth Management's IJT Position: Q1 2018 in Review

Sequoia Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2018, closing a stake of 4,036 shares — an estimated $348K sold.

Sequoia Wealth Management first reported a position in IJT in Q4 2017 and held it in 1 quarter. The position peaked at $348K in Q4 2017. 430 funds tracked by Wall St. Rank hold IJT as of Q1 2018.

  • Sequoia Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Sequoia Wealth Management sold 4,036 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2018, an estimated $348K.
  • Sequoia Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 1 quarter.
  • Sequoia Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $348K in Q4 2017.
  • 430 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2018.

Based on Sequoia Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.