Formidable Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Formidable Asset Management’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 Q2	–	Sell	-555,844	Closed	-$29.5M	–	282
2019 Q1	$29.5M	Buy	+555,844	New	+$49.1M	11.61%	1
2016 Q1	–	Sell	-44	Closed	-$2K	–	518
2015 Q4	$2K	Buy	44 +22	+100%	+$1.4K	﹤0.01%	519
2015 Q3	$1K	Buy	+22	New	+$1.41K	﹤0.01%	602

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Formidable Asset Management's IJT Position: Q2 2019 in Review

Formidable Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2019, closing a stake of 555,844 shares — an estimated $29.5M sold.

Formidable Asset Management first reported a position in IJT in Q3 2015 and held it in 3 quarters. The position peaked at $29.5M in Q1 2019. 471 funds tracked by Wall St. Rank hold IJT as of Q2 2019.

Formidable Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
Formidable Asset Management sold 555,844 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $29.5M.
Formidable Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2015 and held it in 3 quarters.
Formidable Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $29.5M in Q1 2019.
471 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2019.

Based on Formidable Asset Management's 13F filing for Q2 2019, filed 15 Oct 2019.