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

Gupta Wealth 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
2016 Q1	$53K	Buy	848 +48	+6%	+$2.8K	0.01%	431
2015 Q4	$50K	Hold	800	–	–	0.01%	437
2015 Q3	$48K	Sell	800 -60	-7%	-$3.84K	0.01%	458
2015 Q2	$56K	Buy	860 +60	+8%	+$3.92K	0.01%	446
2015 Q1	$52K	Buy	+800	New	+$50.1K	0.02%	400

Other funds holding IJT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

UCFA

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

Gupta Wealth Management's IJT Position: Q1 2016 in Review

Gupta Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6% in Q1 2016, buying an estimated $2.8K and bringing the position to 848 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #431.

Gupta Wealth Management first reported a position in IJT in Q1 2015 and has held it in 5 quarters since. The position peaked at $56K in Q2 2015. 275 funds tracked by Wall St. Rank hold IJT as of Q1 2016.

Gupta Wealth Management held 848 shares of iShares S&P Small-Cap 600 Growth ETF worth $53K as of Q1 2016.
Gupta Wealth Management bought 48 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2016, an estimated $2.8K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #431 holding.
Gupta Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $56K in Q2 2015.
275 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.