Wilbanks Smith & Thomas Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018 Q4	–	Sell	-1,790	Closed	-$180K	–	809
2018 Q3	$180K	Buy	+1,790	New	+$180K	0.01%	415
2017 Q2	–	Sell	-2,690	Closed	-$206K	–	342
2017 Q1	$206K	Sell	2,690 -70	-3%	-$5.3K	0.02%	306
2016 Q4	$207K	Buy	+2,760	New	+$195K	0.02%	281
2015 Q2	–	Sell	-5,852	Closed	-$381K	–	313
2015 Q1	$381K	Buy	5,852 +842	+17%	+$52.8K	0.04%	201
2014 Q4	$307K	Buy	5,010 +270	+6%	+$15.8K	0.03%	231
2014 Q3	$267K	Buy	4,740 +630	+15%	+$36.8K	0.03%	237
2014 Q2	$248K	Sell	4,110 -30	-0.7%	-$1.74K	0.03%	252
2014 Q1	$246K	Buy	4,140 +440	+12%	+$25.8K	0.03%	245
2013 Q4	$219K	Buy	+3,700	New	+$211K	0.03%	259

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

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

Wilbanks Smith & Thomas Asset Management's IJT Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 1,790 shares — an estimated $180K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IJT in Q4 2013 and held it in 9 quarters. The position peaked at $381K in Q1 2015. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 1,790 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $180K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and held it in 9 quarters.
Wilbanks Smith & Thomas Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $381K in Q1 2015.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.