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

Smith & Howard 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
2014
Q1 		– Sell
-800
Closed -$47K – 120
2013
Q4 		$47K Hold
800
– – 0.03% 109
2013
Q3 		$43K Buy
+800
New +$41.7K 0.03% 118

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WTNA
Wilmington Trust National Association Wilmington, Delaware $2.9B AUM 20.69% 1-Year Est. Return

Smith & Howard Wealth Management's IJT Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2014, closing a stake of 800 shares — an estimated $47K sold.

Smith & Howard Wealth Management first reported a position in IJT in Q3 2013 and held it in 2 quarters. The position peaked at $47K in Q4 2013. 216 funds tracked by Wall St. Rank hold IJT as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 800 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2014, an estimated $47K.
  • Smith & Howard Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $47K in Q4 2013.
  • 216 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.