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

Advantage Investment 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
2019
Q3 		$34K Sell
386
-722
-65% -$65.2K 0.03% 412
2019
Q2 		$101K Hold
1,108
– – 0.08% 235
2019
Q1 		$99K Sell
1,108
-42
-4% -$3.71K 0.08% 240
2018
Q4 		$93K Hold
1,150
– – 0.07% 249
2018
Q3 		$116K Sell
1,150
-7,760
-87% -$780K 0.08% 251
2018
Q2 		$842K Buy
8,910
+6,822
+327% +$626K 0.62% 30
2018
Q1 		$182K Sell
2,088
-292
-12% -$25.4K 0.07% 169
2017
Q4 		$202K Sell
2,380
-1,364
-36% -$114K 0.06% 171
2017
Q3 		$308K Buy
3,744
+294
+9% +$22.9K 0.1% 136
2017
Q2 		$269K Sell
3,450
-12,696
-79% -$976K 0.09% 141
2017
Q1 		$1.24M Buy
16,146
+14,088
+685% +$1.07M 0.49% 51
2016
Q4 		$154K Sell
2,058
-130
-6% -$9.17K 0.06% 164
2016
Q3 		$150K Buy
2,188
+78
+4% +$5.26K 0.05% 163
2016
Q2 		$135K Buy
2,110
+66
+3% +$4.15K 0.06% 178
2016
Q1 		$127K Sell
2,044
-37,530
-95% -$2.19M 0.05% 185
2015
Q4 		$2.46M Sell
39,574
-25,358
-39% -$1.61M 1.28% 21
2015
Q3 		$3.9M Sell
64,932
-10,524
-14% -$673K 2.23% 8
2015
Q2 		$4.94M Buy
75,456
+40,508
+116% +$2.64M 2.4% 7
2015
Q1 		$2.27M Buy
34,948
+34,048
+3,783% +$2.13M 1.29% 20
2014
Q4 		$55K Buy
+900
New +$52.8K 0.04% 295

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Advantage Investment Management's IJT Position: Q3 2019 in Review

Advantage Investment Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 65% in Q3 2019, selling an estimated $65.2K and leaving 386 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #412.

Advantage Investment Management first reported a position in IJT in Q4 2014 and has held it in 20 quarters since. The position peaked at $4.94M in Q2 2015. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

  • Advantage Investment Management held 386 shares of iShares S&P Small-Cap 600 Growth ETF worth $34K as of Q3 2019.
  • Advantage Investment Management sold 722 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2019, an estimated $65.2K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Advantage Investment Management's portfolio in Q3 2019, its #412 holding.
  • Advantage Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.94M in Q2 2015.
  • 467 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.