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

WP 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
2019 Q2	–	Sell	-394	Closed	-$35.2K	–	104
2019 Q1	$35.2K	Buy	+394	New	+$34.8K	0.04%	144
2018 Q4	–	Sell	-392	Closed	-$40K	–	140
2018 Q3	$40K	Buy	392 +2	+0.5%	+$201	0.04%	140
2018 Q2	$37K	Buy	+390	New	+$35.8K	0.03%	147

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WP Advisors's IJT Position: Q2 2019 in Review

WP Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2019, closing a stake of 394 shares — an estimated $35.2K sold.

WP Advisors first reported a position in IJT in Q2 2018 and held it in 3 quarters. The position peaked at $40K in Q3 2018. 471 funds tracked by Wall St. Rank hold IJT as of Q2 2019.

WP Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 394 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $35.2K.
WP Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 3 quarters.
WP Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $40K in Q3 2018.
471 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.