Gyroscope Capital Management Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Gyroscope Capital Management Group’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
2020 Q3	–	Sell	-2,668	Closed	-$227K	–	120
2020 Q2	$227K	Buy	+2,668	New	+$208K	0.1%	106
2020 Q1	–	Sell	-3,090	Closed	-$299K	–	119
2019 Q4	$299K	Sell	3,090 -4	-0.1%	-$369	0.11%	107
2019 Q3	$270K	Sell	3,094 -3,096	-50%	-$279K	0.11%	108
2019 Q2	$568K	Buy	6,190 +50	+0.8%	+$4.5K	0.21%	73
2019 Q1	$561K	Buy	6,140 +468	+8%	+$41.4K	0.21%	74
2018 Q4	$458K	Buy	5,672 +490	+9%	+$43.6K	0.17%	94
2018 Q3	$499K	Sell	5,182 -592	-10%	-$59.5K	0.2%	64
2018 Q2	$546K	Sell	5,774 -76	-1%	-$6.98K	0.24%	54
2018 Q1	$509K	Buy	5,850 +340	+6%	+$29.6K	0.24%	52
2017 Q4	$469K	Sell	5,510 -206	-4%	-$17.2K	0.21%	56
2017 Q3	$470K	Sell	5,716 -68	-1%	-$5.3K	0.24%	54
2017 Q2	$451K	Buy	+5,784	New	+$445K	0.23%	61
2017 Q1	–	Sell	-4,904	Closed	-$368K	–	107
2016 Q4	$368K	Sell	4,904 -48	-1%	-$3.38K	0.25%	49
2016 Q3	$340K	Buy	+4,952	New	+$334K	0.25%	48

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Gyroscope Capital Management Group's IJT Position: Q3 2020 in Review

Gyroscope Capital Management Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2020, closing a stake of 2,668 shares — an estimated $227K sold.

Gyroscope Capital Management Group first reported a position in IJT in Q3 2016 and held it in 14 quarters. The position peaked at $568K in Q2 2019. 474 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

Gyroscope Capital Management Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2020 after selling out during the quarter.
Gyroscope Capital Management Group sold 2,668 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2020, an estimated $227K.
Gyroscope Capital Management Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and held it in 14 quarters.
Gyroscope Capital Management Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $568K in Q2 2019.
474 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2020.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2020, filed 14 Oct 2020.