Risk Paradigm Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Risk Paradigm Group’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	$16.5K	Hold	204	–	–	0.04%	80
2018 Q3	$20.6K	Hold	204	–	–	0.04%	82
2018 Q2	$19.3K	Sell	204 -2,404	-92%	-$221K	0.04%	86
2018 Q1	$227K	Sell	2,608 -1,604	-38%	-$140K	0.29%	81
2017 Q4	$358K	Sell	4,212 -1,064	-20%	-$89K	0.38%	75
2017 Q3	$434K	Sell	5,276 -806	-13%	-$62.9K	0.53%	61
2017 Q2	$474K	Sell	6,082 -168	-3%	-$12.9K	0.56%	54
2017 Q1	$478K	Sell	6,250 -2,128	-25%	-$161K	0.55%	59
2016 Q4	$628K	Sell	8,378 -2,810	-25%	-$198K	0.69%	56
2016 Q3	$767K	Sell	11,188 -910	-8%	-$61.4K	0.57%	38
2016 Q2	$777K	Buy	+12,098	New	+$761K	1.05%	40
2016 Q1	–	Sell	-42,790	Closed	-$2.66M	–	235
2015 Q4	$2.66M	Buy	+42,790	New	+$2.71M	3.14%	6
2015 Q3	–	Sell	-38,136	Closed	-$2.5M	–	476
2015 Q2	$2.5M	Sell	38,136 -746	-2%	-$48.7K	2.38%	11
2015 Q1	$2.53M	Buy	+38,882	New	+$2.44M	2.47%	12

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

Risk Paradigm Group's IJT Position: Q4 2018 in Review

Risk Paradigm Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2018 at 204 shares worth $16.5K. The position accounts for 0.04% of the portfolio, ranked #80.

Risk Paradigm Group first reported a position in IJT in Q1 2015 and has held it in 14 quarters since. The position peaked at $2.66M in Q4 2015. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

Risk Paradigm Group held 204 shares of iShares S&P Small-Cap 600 Growth ETF worth $16.5K as of Q4 2018.
Risk Paradigm Group 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 0.04% of Risk Paradigm Group's portfolio in Q4 2018, its #80 holding.
Risk Paradigm Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2015 and has held it in 14 quarters since.
Risk Paradigm Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.66M in Q4 2015.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.