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

Wealthcare Capital 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
2015
Q2 		– Sell
-530
Closed -$35K – 624
2015
Q1 		$35K Buy
+530
New +$33.2K ﹤0.01% 317

Other funds holding IJT

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wealthcare Capital Management's IJT Position: Q2 2015 in Review

Wealthcare Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2015, closing a stake of 530 shares — an estimated $35K sold.

Wealthcare Capital Management first reported a position in IJT in Q1 2015 and held it in 1 quarter. The position peaked at $35K in Q1 2015. 259 funds tracked by Wall St. Rank hold IJT as of Q2 2015.

  • Wealthcare Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 530 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2015, an estimated $35K.
  • Wealthcare Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $35K in Q1 2015.
  • 259 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.