MacGuire Cheswick & Tuttle Investment Counsel’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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 Q4	–	Hold	0	–	–	–	57
2018 Q3	–	Hold	0	–	–	–	60
2018 Q2	–	Hold	0	–	–	–	60
2018 Q1	–	Hold	0	–	–	–	62
2017 Q4	–	Hold	0	–	–	–	63
2017 Q3	–	Hold	0	–	–	–	62
2017 Q2	–	Hold	0	–	–	–	60
2017 Q1	–	Hold	0	–	–	–	62
2016 Q4	–	Hold	0	–	–	–	61
2016 Q3	–	Hold	0	–	–	–	59
2016 Q2	–	Hold	0	–	–	–	58
2016 Q1	–	Hold	0	–	–	–	57
2015 Q4	–	Hold	0	–	–	–	58
2015 Q3	–	Hold	0	–	–	–	58
2015 Q2	–	Hold	0	–	–	–	61
2015 Q1	–	Hold	0	–	–	–	65
2014 Q4	–	Hold	0	–	–	–	66
2014 Q3	–	Hold	0	–	–	–	61
2014 Q2	–	Hold	0	–	–	–	59
2014 Q1	–	Hold	0	–	–	–	59
2013 Q4	–	Hold	0	–	–	–	63
2013 Q3	–	Sell	-18,828	Closed	-$982K	–	60
2013 Q2	$912K	Buy	+18,828	New	+$896K	0.26%	61

Other funds holding IJT

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MacGuire Cheswick & Tuttle Investment Counsel's IJT Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2018 at 0 shares worth $1.19M. The position accounts for 0.25% of the portfolio, ranked #57.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in IJT in Q2 2013 and has held it in 1 quarter since. The position peaked at $912K in Q2 2013. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.19M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2018.
iShares S&P Small-Cap 600 Growth ETF made up 0.25% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #57 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's iShares S&P Small-Cap 600 Growth ETF position peaked at $912K in Q2 2013.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.