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

FDx 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 Q3	–	Sell	-5,534	Closed	-$432K	–	1278
2017 Q2	$432K	Sell	5,534 -57,496	-91%	-$4.42M	0.01%	828
2017 Q1	$4.82M	Buy	63,030 +13,968	+28%	+$1.06M	0.15%	126
2016 Q4	$3.68M	Buy	49,062 +29,300	+148%	+$2.07M	0.11%	182
2016 Q3	$1.35M	Buy	19,762 +8,028	+68%	+$542K	0.06%	299
2016 Q2	$753K	Buy	+11,734	New	+$738K	0.03%	452
2015 Q3	–	Sell	-5,098	Closed	-$334K	–	807
2015 Q2	$334K	Buy	5,098 +98	+2%	+$6.39K	0.02%	708
2015 Q1	$320K	Buy	+5,000	New	+$313K	0.01%	1186

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

FDx Advisors's IJT Position: Q3 2017 in Review

FDx Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2017, closing a stake of 5,534 shares — an estimated $432K sold.

FDx Advisors first reported a position in IJT in Q1 2015 and held it in 7 quarters. The position peaked at $4.82M in Q1 2017. 361 funds tracked by Wall St. Rank hold IJT as of Q3 2017.

FDx Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2017 after selling out during the quarter.
FDx Advisors sold 5,534 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2017, an estimated $432K.
FDx Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2015 and held it in 7 quarters.
FDx Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.82M in Q1 2017.
361 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.