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

Capital Wealth 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 Q2	–	Sell	-21,480	Closed	-$1.92M	–	37
2019 Q1	$1.92M	Buy	21,480 +1,620	+8%	+$143K	1.92%	17
2018 Q4	$1.6M	Buy	19,860 +1,810	+10%	+$161K	1.75%	18
2018 Q3	$1.82M	Sell	18,050 -44	-0.2%	-$4.42K	1.59%	20
2018 Q2	$1.71M	Sell	18,094 -188	-1%	-$17.3K	1.56%	20
2018 Q1	$1.59M	Sell	18,282 -1,210	-6%	-$105K	1.49%	20
2017 Q4	$1.66M	Buy	+19,492	New	+$1.63M	1.43%	21

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Wealth Management's IJT Position: Q2 2019 in Review

Capital Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2019, closing a stake of 21,480 shares — an estimated $1.92M sold.

Capital Wealth Management first reported a position in IJT in Q4 2017 and held it in 6 quarters. The position peaked at $1.92M in Q1 2019. 471 funds tracked by Wall St. Rank hold IJT as of Q2 2019.

Capital Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
Capital Wealth Management sold 21,480 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $1.92M.
Capital Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 6 quarters.
Capital Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.92M in Q1 2019.
471 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2019.

Based on Capital Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.