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

JOYN 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 Q1	–	Sell	-562	Closed	-$45K	–	708
2018 Q4	$45K	Buy	562 +344	+158%	+$30.6K	0.01%	378
2018 Q3	$22K	Hold	218	–	–	﹤0.01%	651
2018 Q2	$21K	Buy	218 +180	+474%	+$16.5K	﹤0.01%	662
2018 Q1	$3K	Buy	+38	New	+$3.31K	﹤0.01%	978
2014 Q3	–	Sell	-280	Closed	-$17K	–	31
2014 Q2	$17K	Buy	+280	New	+$16.2K	0.01%	23

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

JOYN Advisors's IJT Position: Q1 2019 in Review

JOYN Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2019, closing a stake of 562 shares — an estimated $45K sold.

JOYN Advisors first reported a position in IJT in Q2 2014 and held it in 5 quarters. The position peaked at $45K in Q4 2018. 482 funds tracked by Wall St. Rank hold IJT as of Q1 2019.

JOYN Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 562 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2019, an estimated $45K.
JOYN Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2014 and held it in 5 quarters.
JOYN Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $45K in Q4 2018.
482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.