Transform Wealth’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Transform Wealth’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 Q1	–	Sell	-20,376	Closed	-$1.64M	–	180
2018 Q4	$1.64M	Buy	20,376 +280	+1%	+$24.9K	0.34%	91
2018 Q3	$2.03M	Buy	20,096 +1,238	+7%	+$124K	0.35%	89
2018 Q2	$1.78M	Buy	18,858 +8,282	+78%	+$760K	0.32%	94
2018 Q1	$919K	Buy	10,576 +56	+0.5%	+$4.88K	0.17%	144
2017 Q4	$895K	Sell	10,520 -122	-1%	-$10.2K	0.17%	153
2017 Q3	$875K	Buy	+10,642	New	+$830K	0.31%	111
2017 Q2	–	Sell	-10,148	Closed	-$777K	–	84
2017 Q1	$777K	Buy	10,148 +432	+4%	+$32.7K	0.29%	121
2016 Q4	$729K	Buy	9,716 +618	+7%	+$43.6K	0.29%	116
2016 Q3	$624K	Buy	9,098 +618	+7%	+$41.7K	0.27%	120
2016 Q2	$544K	Buy	+8,480	New	+$533K	0.23%	133

Other funds holding IJT

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Transform Wealth's IJT Position: Q1 2019 in Review

Transform Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2019, closing a stake of 20,376 shares — an estimated $1.64M sold.

Transform Wealth first reported a position in IJT in Q2 2016 and held it in 10 quarters. The position peaked at $2.03M in Q3 2018. 482 funds tracked by Wall St. Rank hold IJT as of Q1 2019.

Transform Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 20,376 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2019, an estimated $1.64M.
Transform Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2016 and held it in 10 quarters.
Transform Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.03M in Q3 2018.
482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.