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

WFG Advisors’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
2017
Q2 		$233K Buy
2,984
+1,210
+68% +$93K 0.05% 333
2017
Q1 		$136K Sell
1,774
-532
-23% -$40.3K 0.04% 409
2016
Q4 		$173K Buy
2,306
+494
+27% +$34.8K 0.04% 412
2016
Q3 		$124K Buy
1,812
+24
+1% +$1.62K 0.03% 474
2016
Q2 		$115K Buy
1,788
+2
+0.1% +$126 0.03% 468
2016
Q1 		$111K Buy
1,786
+432
+32% +$25.2K 0.03% 447
2015
Q4 		$84K Sell
1,354
-370
-21% -$23.5K 0.03% 518
2015
Q3 		$104K Hold
1,724
– – 0.03% 456
2015
Q2 		$113K Buy
1,724
+404
+31% +$26.4K 0.03% 502
2015
Q1 		$86K Sell
1,320
-136
-9% -$8.52K 0.02% 576
2014
Q4 		$89K Sell
1,456
-200
-12% -$11.7K 0.02% 674
2014
Q3 		$93K Buy
1,656
+714
+76% +$41.7K 0.02% 694
2014
Q2 		$57K Buy
942
+504
+115% +$29.2K 0.01% 856
2014
Q1 		$26K Sell
438
-1,024
-70% -$60.2K 0.01% 1156
2013
Q4 		$87K Sell
1,462
-3,118
-68% -$177K 0.01% 796
2013
Q3 		$248K Buy
4,580
+3,128
+215% +$163K 0.04% 429
2013
Q2 		$70K Buy
+1,452
New +$69.1K 0.01% 768

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

WFG Advisors's IJT Position: Q2 2017 in Review

WFG Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 68% in Q2 2017, buying an estimated $93K and bringing the position to 2,984 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #333.

WFG Advisors first reported a position in IJT in Q2 2013 and has held it in 17 quarters since. The position peaked at $248K in Q3 2013. 351 funds tracked by Wall St. Rank hold IJT as of Q2 2017.

  • WFG Advisors held 2,984 shares of iShares S&P Small-Cap 600 Growth ETF worth $233K as of Q2 2017.
  • WFG Advisors bought 1,210 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2017, an estimated $93K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #333 holding.
  • WFG Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $248K in Q3 2013.
  • 351 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.