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

CT Financial 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
2017 Q1	$531K	Buy	6,938 +10	+0.1%	+$758	0.33%	85
2016 Q4	$520K	Sell	6,928 -76	-1%	-$5.36K	0.33%	81
2016 Q3	$480K	Sell	7,004 -918	-12%	-$62K	0.29%	86
2016 Q2	$509K	Sell	7,922 -3,536	-31%	-$222K	0.31%	83
2016 Q1	$712K	Buy	11,458 +40	+0.4%	+$2.33K	0.4%	61
2015 Q4	$710K	Sell	11,418 -130	-1%	-$8.24K	0.41%	59
2015 Q3	$694K	Sell	11,548 -132	-1%	-$8.45K	0.44%	61
2015 Q2	$765K	Sell	11,680 -414	-3%	-$27K	0.43%	63
2015 Q1	$787K	Buy	12,094 +26	+0.2%	+$1.63K	0.44%	60
2014 Q4	$739K	Buy	+12,068	New	+$708K	0.56%	44
2014 Q1	$787K	Buy	+12,094	New	+$710K	0.44%	60

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CT Financial Advisors's IJT Position: Q1 2017 in Review

CT Financial Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.14% in Q1 2017, buying an estimated $758 and bringing the position to 6,938 shares worth $531K. The position accounts for 0.33% of the portfolio, ranked #85.

CT Financial Advisors first reported a position in IJT in Q1 2014 and has held it in 11 quarters since. The position peaked at $787K in Q1 2015. 350 funds tracked by Wall St. Rank hold IJT as of Q1 2017.

CT Financial Advisors held 6,938 shares of iShares S&P Small-Cap 600 Growth ETF worth $531K as of Q1 2017.
CT Financial Advisors bought 10 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2017, an estimated $758.
iShares S&P Small-Cap 600 Growth ETF made up 0.33% of CT Financial Advisors's portfolio in Q1 2017, its #85 holding.
CT Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $787K in Q1 2015.
350 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.