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

Wealth Architects’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
2016
Q4 		– Sell
-4,734
Closed -$324K – 120
2016
Q3 		$324K Hold
4,734
– – 0.15% 81
2016
Q2 		$303K Hold
4,734
– – 0.15% 85
2016
Q1 		$294K Hold
4,734
– – 0.15% 87
2015
Q4 		$294K Buy
4,734
+450
+11% +$28.5K 0.15% 93
2015
Q3 		$257K Buy
+4,284
New +$274K 0.14% 94

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Architects's IJT Position: Q4 2016 in Review

Wealth Architects sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2016, closing a stake of 4,734 shares — an estimated $324K sold.

Wealth Architects first reported a position in IJT in Q3 2015 and held it in 5 quarters. The position peaked at $324K in Q3 2016. 336 funds tracked by Wall St. Rank hold IJT as of Q4 2016.

  • Wealth Architects reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Wealth Architects sold 4,734 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2016, an estimated $324K.
  • Wealth Architects first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2015 and held it in 5 quarters.
  • Wealth Architects's iShares S&P Small-Cap 600 Growth ETF position peaked at $324K in Q3 2016.
  • 336 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2016.

Based on Wealth Architects's 13F filing for Q4 2016, filed 9 Feb 2017.