Guidant Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Guidant Wealth Advisors’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	-872	Closed	-$78K	–	260
2019 Q1	$78K	Buy	+872	New	+$77.1K	0.03%	155
2017 Q3	–	Sell	-872	Closed	-$67K	–	206
2017 Q2	$67K	Hold	872	–	–	0.03%	100
2017 Q1	$64K	Sell	872 -164	-16%	-$12.4K	0.03%	102
2016 Q4	$78K	Hold	1,036	–	–	0.04%	87
2016 Q3	$71K	Buy	+1,036	New	+$69.9K	0.04%	87

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

Guidant Wealth Advisors's IJT Position: Q2 2019 in Review

Guidant Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2019, closing a stake of 872 shares — an estimated $78K sold.

Guidant Wealth Advisors first reported a position in IJT in Q3 2016 and held it in 5 quarters. The position peaked at $78K in Q1 2019. 471 funds tracked by Wall St. Rank hold IJT as of Q2 2019.

Guidant Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 872 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $78K.
Guidant Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and held it in 5 quarters.
Guidant Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $78K 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 Guidant Wealth Advisors's 13F filing for Q2 2019, filed 18 Jul 2019.