Huntington Steele’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Huntington Steele’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
2018 Q1	$654K	Buy	7,518 +588	+8%	+$51.2K	0.17%	39
2017 Q4	$590K	Buy	6,930 +14	+0.2%	+$1.17K	0.16%	43
2017 Q3	$569K	Buy	6,916 +50	+0.7%	+$3.9K	0.17%	42
2017 Q2	$535K	Buy	6,866 +4	+0.1%	+$308	0.16%	40
2017 Q1	$525K	Buy	6,862 +90	+1%	+$6.82K	0.16%	41
2016 Q4	$508K	Sell	6,772 -260	-4%	-$18.3K	0.17%	42
2016 Q3	$482K	Buy	7,032 +1,094	+18%	+$73.8K	0.16%	39
2016 Q2	$381K	Buy	5,938 +1,582	+36%	+$99.5K	0.14%	45
2016 Q1	$271K	Buy	4,356 +210	+5%	+$12.2K	0.11%	52
2015 Q4	$258K	Buy	+4,146	New	+$263K	0.11%	53

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Huntington Steele's IJT Position: Q1 2018 in Review

Huntington Steele increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 8.5% in Q1 2018, buying an estimated $51.2K and bringing the position to 7,518 shares worth $654K. The position accounts for 0.17% of the portfolio, ranked #39.

Huntington Steele first reported a position in IJT in Q4 2015 and has held it in 10 quarters since. 430 funds tracked by Wall St. Rank hold IJT as of Q1 2018.

Huntington Steele held 7,518 shares of iShares S&P Small-Cap 600 Growth ETF worth $654K as of Q1 2018.
Huntington Steele bought 588 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2018, an estimated $51.2K.
iShares S&P Small-Cap 600 Growth ETF made up 0.17% of Huntington Steele's portfolio in Q1 2018, its #39 holding.
Huntington Steele first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and has held it in 10 quarters since.
430 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2018.

Based on Huntington Steele's 13F filing for Q1 2018, filed 18 Apr 2018.