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

First Personal Financial Services’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	-560	Closed	-$50K	–	556
2019 Q3	$50K	Hold	560	–	–	0.02%	246
2019 Q2	$51K	Sell	560 -200	-26%	-$18K	0.01%	279
2019 Q1	$68K	Buy	+760	New	+$67.2K	0.02%	237
2017 Q1	–	Sell	-578	Closed	-$43K	–	909
2016 Q4	$43K	Buy	+578	New	+$40.8K	0.01%	404

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

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 22.9% 1-Year Est. Return

UCFA

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

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

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

First Personal Financial Services's IJT Position: Q4 2019 in Review

First Personal Financial Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2019, closing a stake of 560 shares — an estimated $50K sold.

First Personal Financial Services first reported a position in IJT in Q4 2016 and held it in 4 quarters. The position peaked at $68K in Q1 2019. 540 funds tracked by Wall St. Rank hold IJT as of Q4 2019.

First Personal Financial Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2019 after selling out during the quarter.
First Personal Financial Services sold 560 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2019, an estimated $50K.
First Personal Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and held it in 4 quarters.
First Personal Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $68K in Q1 2019.
540 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.