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

Burt Wealth 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
2018 Q4	–	Sell	-314	Closed	-$32K	–	372
2018 Q3	$32K	Hold	314	–	–	0.01%	213
2018 Q2	$30K	Hold	314	–	–	0.01%	213
2018 Q1	$27K	Hold	314	–	–	0.01%	233
2017 Q4	$27K	Hold	314	–	–	0.02%	228
2017 Q3	$26K	Buy	+314	New	+$24.5K	0.02%	221

Other funds holding IJT

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

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Burt Wealth Advisors's IJT Position: Q4 2018 in Review

Burt Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 314 shares — an estimated $32K sold.

Burt Wealth Advisors first reported a position in IJT in Q3 2017 and held it in 5 quarters. The position peaked at $32K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

Burt Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 314 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $32K.
Burt Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2017 and held it in 5 quarters.
Burt Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $32K in Q3 2018.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.