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

Financial Gravity Companies’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
2018 Q4	$27K	Buy	+310	New	+$27.6K	0.02%	443
2018 Q1	$26K	Sell	298 -116	-28%	-$10.1K	0.03%	485
2017 Q4	$36K	Buy	+414	New	+$34.6K	0.04%	376

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Gravity Companies's IJT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018: 310 shares worth $27K. The stake represents 0.02% of the portfolio and ranks #443 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IJT as recently as Q1 2018.

Financial Gravity Companies first reported a position in IJT in Q4 2017 and has held it in 3 quarters since. The position peaked at $36K in Q4 2017. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

Financial Gravity Companies held 310 shares of iShares S&P Small-Cap 600 Growth ETF worth $27K as of Q4 2018.
iShares S&P Small-Cap 600 Growth ETF was a new Financial Gravity Companies position in Q4 2018.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #443 holding.
Financial Gravity Companies first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's iShares S&P Small-Cap 600 Growth ETF position peaked at $36K in Q4 2017.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.