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Wealthspire Advisors (Maryland)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$212K Buy
+2,402
New +$215K 0.01% 436
2020
Q2 		– Sell
-4,408
Closed -$304K – 461
2020
Q1 		$304K Buy
4,408
+1,150
+35% +$102K 0.03% 298
2019
Q4 		$315K Sell
3,258
-762
-19% -$70.4K 0.02% 368
2019
Q3 		$359K Buy
4,020
+800
+25% +$72.2K 0.03% 314
2019
Q2 		$294K Sell
3,220
-922
-22% -$82.9K 0.02% 357
2019
Q1 		$370K Sell
4,142
-280
-6% -$24.7K 0.03% 307
2018
Q4 		$357K Sell
4,422
-262
-6% -$23.3K 0.03% 285
2018
Q3 		$472K Sell
4,684
-100
-2% -$10.1K 0.04% 259
2018
Q2 		$452K Buy
4,784
+240
+5% +$22K 0.04% 258
2018
Q1 		$395K Sell
4,544
-456
-9% -$39.7K 0.04% 297
2017
Q4 		$425K Buy
5,000
+350
+8% +$29.3K 0.04% 292
2017
Q3 		$382K Sell
4,650
-244
-5% -$19K 0.04% 302
2017
Q2 		$382K Sell
4,894
-234
-5% -$18K 0.05% 276
2017
Q1 		$392K Sell
5,128
-708
-12% -$53.7K 0.06% 232
2016
Q4 		$438K Buy
5,836
+18
+0.3% +$1.27K 0.07% 198
2016
Q3 		$399K Buy
5,818
+1,058
+22% +$71.4K 0.06% 211
2016
Q2 		$306K Sell
4,760
-566
-11% -$35.6K 0.05% 247
2016
Q1 		$331K Sell
5,326
-2,562
-32% -$149K 0.06% 232
2015
Q4 		$490K Buy
+7,888
New +$500K 0.09% 154

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IJT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2020: 2,402 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in IJT as recently as Q1 2020.

Wealthspire Advisors (Maryland) first reported a position in IJT in Q4 2015 and has held it in 19 quarters since. The position peaked at $490K in Q4 2015. 475 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,402 shares of iShares S&P Small-Cap 600 Growth ETF worth $212K as of Q3 2020.
  • iShares S&P Small-Cap 600 Growth ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #436 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and has held it in 19 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $490K in Q4 2015.
  • 475 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.