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

MA Private Wealth’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 Q3	–	Sell	-2,386	Closed	-$218K	–	87
2019 Q2	$218K	Sell	2,386 -210	-8%	-$18.9K	0.06%	82
2019 Q1	$232K	Sell	2,596 -728	-22%	-$64.3K	0.07%	86
2018 Q4	$268K	Buy	+3,324	New	+$296K	0.1%	83

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MA Private Wealth's IJT Position: Q3 2019 in Review

MA Private Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2019, closing a stake of 2,386 shares — an estimated $218K sold.

MA Private Wealth first reported a position in IJT in Q4 2018 and held it in 3 quarters. The position peaked at $268K in Q4 2018. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

MA Private Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2019 after selling out during the quarter.
MA Private Wealth sold 2,386 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2019, an estimated $218K.
MA Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 3 quarters.
MA Private Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $268K in Q4 2018.
467 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2019.

Based on MA Private Wealth's 13F filing for Q3 2019, filed 10 Oct 2019.