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

WESPAC Advisors’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
2018 Q4	–	Sell	-12,930	Closed	-$1.3M	–	135
2018 Q3	$1.3M	Buy	12,930 +2,860	+28%	+$287K	0.76%	50
2018 Q2	$951K	Buy	+10,070	New	+$924K	0.98%	31

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 29.2% 1-Year Est. Return

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

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

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

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

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

WESPAC Advisors's IJT Position: Q4 2018 in Review

WESPAC Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 12,930 shares — an estimated $1.3M sold.

WESPAC Advisors first reported a position in IJT in Q2 2018 and held it in 2 quarters. The position peaked at $1.3M in Q3 2018. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

WESPAC Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
WESPAC Advisors sold 12,930 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $1.3M.
WESPAC Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 2 quarters.
WESPAC Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.3M in Q3 2018.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on WESPAC Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.