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

Shepherd Financial Partners’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
Q4 		– Sell
-2,758
Closed -$261K – 131
2018
Q3 		$261K Hold
2,758
– – 0.06% 106
2018
Q2 		$263K Buy
+2,758
New +$253K 0.06% 106

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shepherd Financial Partners's IJT Position: Q4 2018 in Review

Shepherd Financial Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 2,758 shares — an estimated $261K sold.

Shepherd Financial Partners first reported a position in IJT in Q2 2018 and held it in 2 quarters. The position peaked at $263K in Q2 2018. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

  • Shepherd Financial Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,758 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $261K.
  • Shepherd Financial Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 2 quarters.
  • Shepherd Financial Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $263K in Q2 2018.
  • 468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Shepherd Financial Partners's 13F filing for Q4 2018, filed 7 Feb 2019.