HL Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

HL Financial Services’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	$1.7M	Buy	19,038 +3,050	+19%	+$270K	0.03%	308
2018 Q4	$1.29M	Buy	15,988 +5,534	+53%	+$493K	0.02%	323
2018 Q3	$1.05M	Buy	10,454 +2	+0%	+$201	0.02%	374
2018 Q2	$988K	Sell	10,452 -342	-3%	-$31.4K	0.02%	372
2018 Q1	$938K	Buy	+10,794	New	+$940K	0.02%	368
2017 Q4	–	Sell	-8,344	Closed	-$686K	–	655
2017 Q3	$686K	Buy	8,344 +60	+0.7%	+$4.68K	0.01%	423
2017 Q2	$646K	Buy	8,284 +1,036	+14%	+$79.7K	0.01%	423
2017 Q1	$555K	Sell	7,248 -20	-0.3%	-$1.52K	0.01%	430
2016 Q4	$545K	Sell	7,268 -600	-8%	-$42.3K	0.01%	422
2016 Q3	$539K	Sell	7,868 -694	-8%	-$46.8K	0.01%	412
2016 Q2	$550K	Sell	8,562 -122	-1%	-$7.67K	0.01%	413
2016 Q1	$539K	Sell	8,684 -1,082	-11%	-$63K	0.01%	406
2015 Q4	$607K	Buy	9,766 +952	+11%	+$60.4K	0.02%	400
2015 Q3	$529K	Buy	8,814 +3,088	+54%	+$198K	0.01%	409
2015 Q2	$375K	Buy	5,726 +860	+18%	+$56.1K	0.01%	519
2015 Q1	$317K	Buy	4,866 +356	+8%	+$22.3K	0.01%	556
2014 Q4	$276K	Buy	4,510 +930	+26%	+$54.5K	0.01%	571
2014 Q3	$201K	Buy	+3,580	New	+$209K	0.01%	661

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 22.96% 1-Year Est. Return

HL Financial Services's IJT Position: Q1 2019 in Review

HL Financial Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 19% in Q1 2019, buying an estimated $270K and bringing the position to 19,038 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #308.

HL Financial Services first reported a position in IJT in Q3 2014 and has held it in 18 quarters since. 482 funds tracked by Wall St. Rank hold IJT as of Q1 2019.

HL Financial Services held 19,038 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.7M as of Q1 2019.
HL Financial Services bought 3,050 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2019, an estimated $270K.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of HL Financial Services's portfolio in Q1 2019, its #308 holding.
HL Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2014 and has held it in 18 quarters since.
482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.