Whitener Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Whitener Capital Management’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 Q4	–	Sell	-4	Closed	–	–	267
2019 Q3	$0	Sell	4 -532	-99%	-$48K	﹤0.01%	498
2019 Q2	$48K	Hold	536	–	–	0.03%	231
2019 Q1	$47K	Hold	536	–	–	0.03%	223
2018 Q4	$43K	Hold	536	–	–	0.03%	207
2018 Q3	$54K	Buy	+536	New	+$53.9K	0.04%	195
2018 Q2	–	Sell	-536	Closed	-$46K	–	244
2018 Q1	$46K	Hold	536	–	–	0.04%	200
2017 Q4	$45K	Buy	+536	New	+$44.8K	0.04%	196

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

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 22.9% 1-Year Est. Return

UCFA

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

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

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

Whitener Capital Management's IJT Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2019, closing a stake of 4 shares.

Whitener Capital Management first reported a position in IJT in Q4 2017 and held it in 7 quarters. The position peaked at $54K in Q3 2018. 540 funds tracked by Wall St. Rank hold IJT as of Q4 2019.

Whitener Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 4 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2019.
Whitener Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $54K in Q3 2018.
540 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.