WESPAC Advisors SoCal’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-900	Closed	-$80K	–	182
2019 Q1	$80K	Buy	+900	New	+$79.5K	0.04%	106
2018 Q4	–	Hold	0	–	–	–	109
2016 Q1	–	Sell	-10,740	Closed	-$667K	–	311
2015 Q4	$667K	Buy	+10,740	New	+$681K	0.44%	42

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WESPAC Advisors SoCal's IJT Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2019, closing a stake of 900 shares — an estimated $80K sold.

WESPAC Advisors SoCal first reported a position in IJT in Q4 2015 and held it in 2 quarters. The position peaked at $667K in Q4 2015. 471 funds tracked by Wall St. Rank hold IJT as of Q2 2019.

WESPAC Advisors SoCal reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 900 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $80K.
WESPAC Advisors SoCal first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and held it in 2 quarters.
WESPAC Advisors SoCal's iShares S&P Small-Cap 600 Growth ETF position peaked at $667K in Q4 2015.
471 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.