TAT
IJT icon

TD Ameritrade Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

TD Ameritrade Trust’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
2017
Q3 		– Sell
-69,486
Closed -$4.4M – 44
2017
Q2 		$4.4M Buy
+69,486
New +$5.34M 1.21% 28
2016
Q2 		– Sell
-69,562
Closed -$4.32M – 41
2016
Q1 		$4.32M Buy
69,562
+2,974
+4% +$173K 1.21% 28
2015
Q4 		$4.14M Buy
66,588
+528
+0.8% +$33.5K 1.2% 27
2015
Q3 		$3.97M Buy
66,060
+628
+1% +$40.2K 1.17% 28
2015
Q2 		$4.29M Buy
65,432
+240
+0.4% +$15.7K 1.15% 26
2015
Q1 		$4.24M Sell
65,192
-2,212
-3% -$139K 0.98% 29
2014
Q4 		$4.16M Buy
+67,404
New +$3.95M 1.01% 27

Other funds holding IJT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return