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Strategic Capital Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Strategic Capital Group’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
Q2 		$3.37M Buy
55,772
+3,632
+7% +$211K 1.05% 35
2014
Q1 		$3.1M Buy
52,140
+51,830
+16,719% +$3.04M 1% 32
2013
Q4 		$18K Sell
310
-31,196
-99% -$1.78M 0.01% 212
2013
Q3 		$1.71M Sell
31,506
-1,332
-4% -$69.5K 0.64% 60
2013
Q2 		$1.59M Buy
+32,838
New +$1.56M 0.79% 47

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Strategic Capital Group's IJT Position: Q2 2014 in Review

Strategic Capital Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 7% in Q2 2014, buying an estimated $211K and bringing the position to 55,772 shares worth $3.37M. The position accounts for 1.05% of the portfolio, ranked #35.

Strategic Capital Group first reported a position in IJT in Q2 2013 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold IJT as of Q2 2014.

  • Strategic Capital Group held 55,772 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.37M as of Q2 2014.
  • Strategic Capital Group bought 3,632 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2014, an estimated $211K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.05% of Strategic Capital Group's portfolio in Q2 2014, its #35 holding.
  • Strategic Capital Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 5 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.