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

Global Financial Private Capital’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 Q1	–	Sell	-32,302	Closed	-$2.61M	–	379
2018 Q4	$2.61M	Buy	32,302 +96	+0.3%	+$8.55K	0.14%	153
2018 Q3	$3.25M	Buy	32,206 +11,418	+55%	+$1.15M	0.12%	160
2018 Q2	$1.96M	Buy	20,788 +4,954	+31%	+$455K	0.07%	194
2018 Q1	$1.38M	Buy	15,834 +688	+5%	+$59.9K	0.05%	227
2017 Q4	$1.29M	Buy	15,146 +7,938	+110%	+$664K	0.04%	222
2017 Q3	$593K	Buy	+7,208	New	+$562K	0.02%	297

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Global Financial Private Capital's IJT Position: Q1 2019 in Review

Global Financial Private Capital sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2019, closing a stake of 32,302 shares — an estimated $2.61M sold.

Global Financial Private Capital first reported a position in IJT in Q3 2017 and held it in 6 quarters. The position peaked at $3.25M in Q3 2018. 482 funds tracked by Wall St. Rank hold IJT as of Q1 2019.

Global Financial Private Capital reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2019 after selling out during the quarter.
Global Financial Private Capital sold 32,302 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2019, an estimated $2.61M.
Global Financial Private Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2017 and held it in 6 quarters.
Global Financial Private Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.25M in Q3 2018.
482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2019.

Based on Global Financial Private Capital's 13F filing for Q1 2019, filed 10 May 2019.