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

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-1,304	Closed	-$126K	–	206
2019 Q4	$126K	Buy	1,304 +4	+0.3%	+$369	0.01%	346
2019 Q3	$116K	Hold	1,300	–	–	0.01%	318
2019 Q2	$119K	Buy	+1,300	New	+$117K	0.01%	306
2016 Q4	–	Sell	-490	Closed	-$34K	–	427
2016 Q3	$34K	Hold	490	–	–	0.01%	404
2016 Q2	$31K	Buy	490 +152	+45%	+$9.56K	0.01%	400
2016 Q1	$21K	Buy	338 +2	+0.6%	+$117	﹤0.01%	426
2015 Q4	$21K	Buy	336 +2	+0.6%	+$127	﹤0.01%	413
2015 Q3	$20K	Hold	334	–	–	﹤0.01%	445
2015 Q2	$22K	Sell	334 -32	-9%	-$2.09K	﹤0.01%	422
2015 Q1	$24K	Buy	366 +2	+0.5%	+$125	﹤0.01%	378
2014 Q4	$22K	Hold	364	–	–	﹤0.01%	378
2014 Q3	$20K	Buy	364 +2	+0.6%	+$117	﹤0.01%	371
2014 Q2	$22K	Sell	362 -18	-5%	-$1.04K	0.01%	375
2014 Q1	$23K	Hold	380	–	–	0.01%	363
2013 Q4	$23K	Buy	380 +2	+0.5%	+$114	0.01%	346
2013 Q3	$21K	Hold	378	–	–	0.01%	326
2013 Q2	$18K	Buy	+378	New	+$18K	0.01%	344

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

MYCIO Wealth Partners's IJT Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 1,304 shares — an estimated $126K sold.

MYCIO Wealth Partners first reported a position in IJT in Q2 2013 and held it in 17 quarters. The position peaked at $126K in Q4 2019. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 1,304 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $126K.
MYCIO Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 17 quarters.
MYCIO Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $126K in Q4 2019.
449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.