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

Wolf Group Capital 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	-242,220	Closed	-$10.6M	–	92
2018 Q3	$10.6M	Sell	242,220 -2,254	-0.9%	-$227K	6.9%	1
2018 Q2	$10.2M	Buy	244,474 +234,378	+2,321%	+$21.5M	6.65%	1
2018 Q1	$390K	Buy	10,096 +2,018	+25%	+$176K	0.26%	79
2017 Q4	$311K	Buy	8,078 +278	+4%	+$23.2K	0.19%	95
2017 Q3	$291K	Buy	+7,800	New	+$608K	0.2%	90

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

Wolf Group Capital Advisors's IJT Position: Q4 2018 in Review

Wolf Group Capital Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 242,220 shares — an estimated $10.6M sold.

Wolf Group Capital Advisors first reported a position in IJT in Q3 2017 and held it in 5 quarters. The position peaked at $10.6M in Q3 2018. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

Wolf Group Capital Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
Wolf Group Capital Advisors sold 242,220 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $10.6M.
Wolf Group Capital Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2017 and held it in 5 quarters.
Wolf Group Capital Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $10.6M 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 Wolf Group Capital Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.