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

WealthTrust-Arizona’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 		$31K Buy
380
+2
+0.5% +$178 0.02% 203
2018
Q3 		$38K Buy
378
+172
+83% +$17.3K 0.02% 197
2018
Q2 		$19K Buy
206
+178
+636% +$16.3K 0.01% 268
2018
Q1 		$2K Buy
+28
New +$2.44K ﹤0.01% 572

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthTrust-Arizona's IJT Position: Q4 2018 in Review

WealthTrust-Arizona increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.53% in Q4 2018, buying an estimated $178 and bringing the position to 380 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #203.

WealthTrust-Arizona first reported a position in IJT in Q1 2018 and has held it in 4 quarters since. The position peaked at $38K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

  • WealthTrust-Arizona held 380 shares of iShares S&P Small-Cap 600 Growth ETF worth $31K as of Q4 2018.
  • WealthTrust-Arizona bought 2 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $178.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #203 holding.
  • WealthTrust-Arizona first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and has held it in 4 quarters since.
  • WealthTrust-Arizona's iShares S&P Small-Cap 600 Growth ETF position peaked at $38K 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 WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.