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

Windsor 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
2015 Q4	–	Sell	-884	Closed	-$53K	–	246
2015 Q3	$53K	Buy	+884	New	+$56.6K	0.03%	164
2014 Q1	–	Sell	-578	Closed	-$34K	–	175
2013 Q4	$34K	Hold	578	–	–	0.02%	205
2013 Q3	$31K	Sell	578 -14	-2%	-$731	0.02%	224
2013 Q2	$29K	Buy	+592	New	+$28.2K	0.02%	221

Other funds holding IJT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Windsor Capital Management's IJT Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2015, closing a stake of 884 shares — an estimated $53K sold.

Windsor Capital Management first reported a position in IJT in Q2 2013 and held it in 4 quarters. The position peaked at $53K in Q3 2015. 284 funds tracked by Wall St. Rank hold IJT as of Q4 2015.

Windsor Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 884 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2015, an estimated $53K.
Windsor Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $53K in Q3 2015.
284 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.