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Stratford Consulting’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Stratford Consulting’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
2020
Q1 		– Sell
-10,618
Closed -$1.03M – 92
2019
Q4 		$1.03M Buy
10,618
+30
+0.3% +$2.77K 0.33% 26
2019
Q3 		$944K Buy
10,588
+26
+0.2% +$2.35K 0.32% 26
2019
Q2 		$964K Buy
10,562
+24
+0.2% +$2.16K 0.34% 25
2019
Q1 		$940K Buy
10,538
+22
+0.2% +$1.94K 0.34% 27
2018
Q4 		$848K Sell
10,516
-576
-5% -$51.3K 0.34% 25
2018
Q3 		$1.12M Buy
11,092
+18
+0.2% +$1.81K 0.4% 24
2018
Q2 		$1.05M Hold
11,074
– – 0.39% 25
2018
Q1 		$963K Buy
11,074
+22
+0.2% +$1.92K 0.37% 23
2017
Q4 		$940K Sell
11,052
-820
-7% -$68.6K 0.34% 24
2017
Q3 		$976K Buy
11,872
+52
+0.4% +$4.05K 0.36% 24
2017
Q2 		$922K Hold
11,820
– – 0.39% 21
2017
Q1 		$905K Buy
11,820
+18
+0.2% +$1.36K 0.36% 24
2016
Q4 		$885K Sell
11,802
-1,100
-9% -$77.6K 0.38% 24
2016
Q3 		$885K Buy
12,902
+28
+0.2% +$1.89K 0.39% 24
2016
Q2 		$827K Buy
12,874
+30
+0.2% +$1.89K 0.37% 26
2016
Q1 		$798K Buy
12,844
+48
+0.4% +$2.8K 0.37% 26
2015
Q4 		$795K Buy
12,796
+80
+0.6% +$5.07K 0.41% 25
2015
Q3 		$764K Hold
12,716
– – 0.41% 25
2015
Q2 		$833K Buy
12,716
+32
+0.3% +$2.09K 0.42% 25
2015
Q1 		$825K Buy
12,684
+28
+0.2% +$1.75K 0.41% 26
2014
Q4 		$774K Buy
12,656
+40
+0.3% +$2.35K 0.4% 28
2014
Q3 		$710K Buy
12,616
+22
+0.2% +$1.28K 0.38% 26
2014
Q2 		$761K Buy
12,594
+20
+0.2% +$1.16K 0.39% 27
2014
Q1 		$748K Buy
12,574
+18
+0.1% +$1.06K 0.41% 24
2013
Q4 		$745K Buy
12,556
+32
+0.3% +$1.82K 0.42% 25
2013
Q3 		$678K Sell
12,524
-146
-1% -$7.62K 0.41% 26
2013
Q2 		$615K Buy
+12,670
New +$603K 0.38% 28

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 29.2% 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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Stratford Consulting's IJT Position: Q1 2020 in Review

Stratford Consulting sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 10,618 shares — an estimated $1.03M sold.

Stratford Consulting first reported a position in IJT in Q2 2013 and held it in 27 quarters. The position peaked at $1.12M in Q3 2018. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

  • Stratford Consulting reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Stratford Consulting sold 10,618 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $1.03M.
  • Stratford Consulting first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 27 quarters.
  • Stratford Consulting's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.12M in Q3 2018.
  • 449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.