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

Contravisory 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
2020 Q1	–	Sell	-224	Closed	-$22K	–	301
2019 Q4	$22K	Hold	224	–	–	0.01%	235
2019 Q3	$20K	Buy	+224	New	+$20.2K	0.01%	242
2018 Q3	–	Sell	-1,604	Closed	-$152K	–	330
2018 Q2	$152K	Buy	1,604 +310	+24%	+$28.5K	0.06%	161
2018 Q1	$112K	Buy	1,294 +704	+119%	+$61.3K	0.04%	188
2017 Q4	$50K	Buy	590 +110	+23%	+$9.2K	0.02%	211
2017 Q3	$39K	Buy	+480	New	+$37.4K	0.01%	211

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Contravisory Investment Management's IJT Position: Q1 2020 in Review

Contravisory Investment Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 224 shares — an estimated $22K sold.

Contravisory Investment Management first reported a position in IJT in Q3 2017 and held it in 6 quarters. The position peaked at $152K in Q2 2018. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

Contravisory Investment Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
Contravisory Investment Management sold 224 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $22K.
Contravisory Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2017 and held it in 6 quarters.
Contravisory Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $152K in Q2 2018.
449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Contravisory Investment Management's 13F filing for Q1 2020, filed 9 Apr 2020.