South Texas Money Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

South Texas Money 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
2019 Q3	$202K	Hold	2,258	–	–	0.01%	386
2019 Q2	$206K	Sell	2,258 -2,338	-51%	-$210K	0.01%	199
2019 Q1	$410K	Sell	4,596 -842	-15%	-$74.4K	0.02%	154
2018 Q4	$439K	Sell	5,438 -4	-0.1%	-$356	0.02%	155
2018 Q3	$549K	Hold	5,442	–	–	0.02%	150
2018 Q2	$514K	Sell	5,442 -12	-0.2%	-$1.1K	0.02%	150
2018 Q1	$474K	Sell	5,454 -48	-0.9%	-$4.18K	0.02%	162
2017 Q4	$468K	Sell	5,502 -88	-2%	-$7.36K	0.02%	145
2017 Q3	$460K	Sell	5,590 -350	-6%	-$27.3K	0.02%	146
2017 Q2	$463K	Sell	5,940 -346	-6%	-$26.6K	0.02%	144
2017 Q1	$481K	Sell	6,286 -78	-1%	-$5.91K	0.02%	145
2016 Q4	$477K	Sell	6,364 -166	-3%	-$11.7K	0.03%	140
2016 Q3	$448K	Sell	6,530 -22,286	-77%	-$1.5M	0.02%	136
2016 Q2	$1.85M	Buy	28,816 +360	+1%	+$22.6K	0.1%	77
2016 Q1	$1.77M	Sell	28,456 -36	-0.1%	-$2.1K	0.1%	79
2015 Q4	$1.77M	Sell	28,492 -338	-1%	-$21.4K	0.1%	83
2015 Q3	$1.73M	Sell	28,830 -1,926	-6%	-$123K	0.1%	77
2015 Q2	$2.02M	Sell	30,756 -398	-1%	-$26K	0.12%	80
2015 Q1	$2.03M	Buy	31,154 +172	+0.6%	+$10.8K	0.12%	75
2014 Q4	$1.9M	Sell	30,982 -60	-0.2%	-$3.52K	0.12%	74
2014 Q3	$1.75M	Sell	31,042 -1,002	-3%	-$58.5K	0.11%	72
2014 Q2	$1.94M	Sell	32,044 -448	-1%	-$26K	0.12%	71
2014 Q1	$1.93M	Sell	32,492 -622	-2%	-$36.5K	0.13%	69
2013 Q4	$1.96M	Buy	33,114 +218	+0.7%	+$12.4K	0.14%	71
2013 Q3	$1.78M	Sell	32,896 -410	-1%	-$21.4K	0.14%	66
2013 Q2	$1.61M	Buy	+33,306	New	+$1.58M	0.13%	69

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 $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

South Texas Money Management's IJT Position: Q3 2019 in Review

South Texas Money Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2019 at 2,258 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #386.

South Texas Money Management first reported a position in IJT in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.03M in Q1 2015. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

South Texas Money Management held 2,258 shares of iShares S&P Small-Cap 600 Growth ETF worth $202K as of Q3 2019.
South Texas Money Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2019.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of South Texas Money Management's portfolio in Q3 2019, its #386 holding.
South Texas Money Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 26 quarters since.
South Texas Money Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.03M in Q1 2015.
467 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.