1832 Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

1832 Asset 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
2017 Q3	–	Sell	-1,700	Closed	-$133K	–	679
2017 Q2	$133K	Hold	1,700	–	–	﹤0.01%	507
2017 Q1	$130K	Hold	1,700	–	–	﹤0.01%	547
2016 Q4	$128K	Hold	1,700	–	–	﹤0.01%	524
2016 Q3	$117K	Hold	1,700	–	–	﹤0.01%	515
2016 Q2	$110K	Hold	1,700	–	–	﹤0.01%	484
2016 Q1	$105K	Hold	1,700	–	–	﹤0.01%	465
2015 Q4	$106K	Hold	1,700	–	–	﹤0.01%	483
2015 Q3	$102K	Hold	1,700	–	–	﹤0.01%	474
2015 Q2	$111K	Hold	1,700	–	–	﹤0.01%	506
2015 Q1	$111K	Hold	1,700	–	–	﹤0.01%	468
2014 Q4	$104K	Buy	+1,700	New	+$99.7K	﹤0.01%	485

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

1832 Asset Management's IJT Position: Q3 2017 in Review

1832 Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2017, closing a stake of 1,700 shares — an estimated $133K sold.

1832 Asset Management first reported a position in IJT in Q4 2014 and held it in 11 quarters. The position peaked at $133K in Q2 2017. 361 funds tracked by Wall St. Rank hold IJT as of Q3 2017.

1832 Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2017 after selling out during the quarter.
1832 Asset Management sold 1,700 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2017, an estimated $133K.
1832 Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and held it in 11 quarters.
1832 Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $133K in Q2 2017.
361 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2017.

Based on 1832 Asset Management's 13F filing for Q3 2017, filed 14 Nov 2017.