Brick & Kyle Associates’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Brick & Kyle Associates’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	–	Sell	-1,040	Closed	-$80K	–	210
2017 Q1	$80K	Hold	1,040	–	–	0.06%	135
2016 Q4	$78K	Hold	1,040	–	–	0.06%	138
2016 Q3	$71K	Hold	1,040	–	–	0.06%	151
2016 Q2	$67K	Hold	1,040	–	–	0.05%	156
2016 Q1	$65K	Hold	1,040	–	–	0.06%	150
2015 Q4	$65K	Hold	1,040	–	–	0.06%	150
2015 Q3	$62K	Hold	1,040	–	–	0.06%	146
2015 Q2	$68K	Hold	1,040	–	–	0.06%	147
2015 Q1	$68K	Hold	1,040	–	–	0.06%	152
2014 Q4	$64K	Buy	+1,040	New	+$61K	0.06%	156

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 22.96% 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

Brick & Kyle Associates's IJT Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2017, closing a stake of 1,040 shares — an estimated $80K sold.

Brick & Kyle Associates first reported a position in IJT in Q4 2014 and held it in 10 quarters. The position peaked at $80K in Q1 2017. 351 funds tracked by Wall St. Rank hold IJT as of Q2 2017.

Brick & Kyle Associates reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 1,040 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2017, an estimated $80K.
Brick & Kyle Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $80K in Q1 2017.
351 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.