Partnervest Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Partnervest Advisory Services’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	–	Sell	-2,892	Closed	-$292K	–	233
2018 Q3	$292K	Buy	2,892 +268	+10%	+$26.9K	0.12%	169
2018 Q2	$248K	Buy	+2,624	New	+$241K	0.11%	165
2014 Q3	–	Sell	-230	Closed	-$14K	–	458
2014 Q2	$14K	Sell	230 -628	-73%	-$36.4K	0.01%	616
2014 Q1	$51K	Buy	858 +86	+11%	+$5.05K	0.02%	327
2013 Q4	$46K	Buy	772 +542	+236%	+$30.8K	0.02%	324
2013 Q3	$12K	Sell	230 -500	-68%	-$26.1K	0.01%	607
2013 Q2	$35K	Buy	+730	New	+$34.7K	0.02%	304

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Partnervest Advisory Services's IJT Position: Q4 2018 in Review

Partnervest Advisory Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 2,892 shares — an estimated $292K sold.

Partnervest Advisory Services first reported a position in IJT in Q2 2013 and held it in 7 quarters. The position peaked at $292K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

Partnervest Advisory Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
Partnervest Advisory Services sold 2,892 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $292K.
Partnervest Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 7 quarters.
Partnervest Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $292K in Q3 2018.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Partnervest Advisory Services's 13F filing for Q4 2018, filed 1 Feb 2019.