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

Shamrock Asset 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
2018 Q3	–	Sell	-68	Closed	-$6K	–	261
2018 Q2	$6K	Hold	68	–	–	﹤0.01%	240
2018 Q1	$6K	Hold	68	–	–	﹤0.01%	258
2017 Q4	$6K	Hold	68	–	–	﹤0.01%	245
2017 Q3	$6K	Hold	68	–	–	﹤0.01%	242
2017 Q2	$5K	Buy	+68	New	+$5.23K	﹤0.01%	257

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Shamrock Asset Management's IJT Position: Q3 2018 in Review

Shamrock Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2018, closing a stake of 68 shares — an estimated $6K sold.

Shamrock Asset Management first reported a position in IJT in Q2 2017 and held it in 5 quarters. The position peaked at $6K in Q2 2018. 490 funds tracked by Wall St. Rank hold IJT as of Q3 2018.

Shamrock Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2018 after selling out during the quarter.
Shamrock Asset Management sold 68 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2018, an estimated $6K.
Shamrock Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and held it in 5 quarters.
Shamrock Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $6K in Q2 2018.
490 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2018.

Based on Shamrock Asset Management's 13F filing for Q3 2018, filed 23 Oct 2018.