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

Merriman 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
2015 Q4	–	Sell	-24,882	Closed	-$1.5M	–	46
2015 Q3	$1.5M	Buy	+24,882	New	+$1.59M	0.84%	14
2014 Q1	–	Sell	-27,890	Closed	-$1.65M	–	70
2013 Q4	$1.65M	Buy	27,890 +20	+0.1%	+$1.14K	0.7%	36
2013 Q3	$1.51M	Buy	+27,870	New	+$1.45M	0.79%	33

Other funds holding IJT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Merriman Wealth Management's IJT Position: Q4 2015 in Review

Merriman Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2015, closing a stake of 24,882 shares — an estimated $1.5M sold.

Merriman Wealth Management first reported a position in IJT in Q3 2013 and held it in 3 quarters. The position peaked at $1.65M in Q4 2013. 284 funds tracked by Wall St. Rank hold IJT as of Q4 2015.

Merriman Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2015 after selling out during the quarter.
Merriman Wealth Management sold 24,882 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2015, an estimated $1.5M.
Merriman Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2013 and held it in 3 quarters.
Merriman Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.65M in Q4 2013.
284 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2015.

Based on Merriman Wealth Management's 13F filing for Q4 2015, filed 6 Jan 2016.