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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

TD Ameritrade Trust's IJT Position: Q3 2017 in Review

TD Ameritrade Trust sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2017, closing a stake of 69,486 shares — an estimated $4.4M sold.

TD Ameritrade Trust first reported a position in IJT in Q4 2014 and held it in 7 quarters. The position peaked at $4.4M in Q2 2017. 361 funds tracked by Wall St. Rank hold IJT as of Q3 2017.

TD Ameritrade Trust reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2017 after selling out during the quarter.
TD Ameritrade Trust sold 69,486 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2017, an estimated $4.4M.
TD Ameritrade Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and held it in 7 quarters.
TD Ameritrade Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.4M in Q2 2017.
361 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2017.

Based on TD Ameritrade Trust's 13F filing for Q3 2017, filed 21 Nov 2017.