3D Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

3D 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
2020 Q3	$358K	Sell	4,056 -1,042	-20%	-$93.2K	0.1%	49
2020 Q2	$433K	Sell	5,098 -1,098	-18%	-$85.6K	0.12%	41
2020 Q1	$427K	Sell	6,196 -368	-6%	-$32.5K	0.13%	34
2019 Q4	$634K	Buy	6,564 +190	+3%	+$17.5K	0.15%	34
2019 Q3	$568K	Buy	6,374 +920	+17%	+$83K	0.14%	34
2019 Q2	$498K	Buy	5,454 +148	+3%	+$13.3K	0.12%	38
2019 Q1	$474K	Buy	5,306 +446	+9%	+$39.4K	0.11%	37
2018 Q4	$392K	Buy	4,860 +38	+0.8%	+$3.38K	0.1%	43
2018 Q3	$486K	Buy	4,822 +350	+8%	+$35.2K	0.11%	39
2018 Q2	$423K	Sell	4,472 -742	-14%	-$68.1K	0.1%	44
2018 Q1	$453K	Buy	5,214 +2,796	+116%	+$244K	0.11%	40
2017 Q4	$206K	Sell	2,418 -26	-1%	-$2.17K	0.05%	51
2017 Q3	$201K	Sell	2,444 -2,814	-54%	-$219K	0.05%	52
2017 Q2	$410K	Sell	5,258 -2,842	-35%	-$219K	0.1%	43
2017 Q1	$620K	Sell	8,100 -86	-1%	-$6.52K	0.16%	32
2016 Q4	$614K	Buy	8,186 +330	+4%	+$23.3K	0.16%	34
2016 Q3	$539K	Buy	+7,856	New	+$530K	0.14%	38

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

3D Asset Management's IJT Position: Q3 2020 in Review

3D Asset Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 20% in Q3 2020, selling an estimated $93.2K and leaving 4,056 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #49.

3D Asset Management first reported a position in IJT in Q3 2016 and has held it in 17 quarters since. The position peaked at $634K in Q4 2019. 475 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

3D Asset Management held 4,056 shares of iShares S&P Small-Cap 600 Growth ETF worth $358K as of Q3 2020.
3D Asset Management sold 1,042 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2020, an estimated $93.2K.
iShares S&P Small-Cap 600 Growth ETF made up 0.1% of 3D Asset Management's portfolio in Q3 2020, its #49 holding.
3D Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and has held it in 17 quarters since.
3D Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $634K in Q4 2019.
475 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.