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

Financial Advantage’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
Q4 		– Sell
-400
Closed -$35K – 118
2019
Q3 		$35K Buy
+400
New +$36.1K 0.02% 90

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Advantage's IJT Position: Q4 2019 in Review

Financial Advantage sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2019, closing a stake of 400 shares — an estimated $35K sold.

Financial Advantage first reported a position in IJT in Q3 2019 and held it in 1 quarter. The position peaked at $35K in Q3 2019. 540 funds tracked by Wall St. Rank hold IJT as of Q4 2019.

  • Financial Advantage reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Advantage sold 400 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2019, an estimated $35K.
  • Financial Advantage first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2019 and held it in 1 quarter.
  • Financial Advantage's iShares S&P Small-Cap 600 Growth ETF position peaked at $35K in Q3 2019.
  • 540 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2019.

Based on Financial Advantage's 13F filing for Q4 2019, filed 31 Jan 2020.