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

LBA 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
2017 Q1	$39K	Hold	512	–	–	0.02%	218
2016 Q4	$38K	Sell	512 -200	-28%	-$14.1K	0.02%	212
2016 Q3	$49K	Hold	712	–	–	0.03%	204
2016 Q2	$46K	Hold	712	–	–	0.03%	201
2016 Q1	$44K	Sell	712 -300	-30%	-$17.5K	0.03%	202
2015 Q4	$63K	Buy	1,012 +702	+226%	+$44.5K	0.04%	192
2015 Q3	$19K	Hold	310	–	–	0.01%	229
2015 Q2	$20K	Hold	310	–	–	0.01%	209
2015 Q1	$20K	Hold	310	–	–	0.01%	207
2014 Q4	$19K	Hold	310	–	–	0.01%	207
2014 Q3	$17K	Buy	+310	New	+$18.1K	0.01%	249

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UCFA

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

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

LBA Wealth Management's IJT Position: Q1 2017 in Review

LBA Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2017 at 512 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #218.

LBA Wealth Management first reported a position in IJT in Q3 2014 and has held it in 11 quarters since. The position peaked at $63K in Q4 2015. 350 funds tracked by Wall St. Rank hold IJT as of Q1 2017.

LBA Wealth Management held 512 shares of iShares S&P Small-Cap 600 Growth ETF worth $39K as of Q1 2017.
LBA Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2017.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #218 holding.
LBA Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2014 and has held it in 11 quarters since.
LBA Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $63K in Q4 2015.
350 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.