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

Wealth & Pension Services 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
2018
Q4 		– Sell
-2,460
Closed -$248K – 104
2018
Q3 		$248K Buy
+2,460
New +$247K 0.25% 70

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

Wealth & Pension Services Group's IJT Position: Q4 2018 in Review

Wealth & Pension Services Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 2,460 shares — an estimated $248K sold.

Wealth & Pension Services Group first reported a position in IJT in Q3 2018 and held it in 1 quarter. The position peaked at $248K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

  • Wealth & Pension Services Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 2,460 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $248K.
  • Wealth & Pension Services Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $248K in Q3 2018.
  • 468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Wealth & Pension Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.