San Francisco Sentry Investment Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

San Francisco Sentry Investment 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
2020 Q1	–	Sell	-250	Closed	-$24K	–	938
2019 Q4	$24K	Hold	250	–	–	0.01%	460
2019 Q3	$22K	Hold	250	–	–	0.01%	469
2019 Q2	$23K	Hold	250	–	–	0.01%	461
2019 Q1	$22K	Hold	250	–	–	0.01%	481
2018 Q4	$20K	Hold	250	–	–	0.01%	477
2018 Q3	$25K	Hold	250	–	–	0.01%	476
2018 Q2	$24K	Hold	250	–	–	0.01%	459
2018 Q1	$22K	Hold	250	–	–	0.01%	561
2017 Q4	$21K	Buy	+250	New	+$20.9K	0.01%	565

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 22.9% 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

San Francisco Sentry Investment Group's IJT Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 250 shares — an estimated $24K sold.

San Francisco Sentry Investment Group first reported a position in IJT in Q4 2017 and held it in 9 quarters. The position peaked at $25K in Q3 2018. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

San Francisco Sentry Investment Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 250 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $24K.
San Francisco Sentry Investment Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 9 quarters.
San Francisco Sentry Investment Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $25K in Q3 2018.
449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.