Benjamin Edwards Inc’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Benjamin Edwards Inc’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
2022 Q3	–	Sell	-24	Closed	-$3K	–	725
2022 Q2	$3K	Sell	24 -14	-37%	-$1.59K	﹤0.01%	647
2022 Q1	$5K	Hold	38	–	–	﹤0.01%	651
2021 Q4	$5K	Buy	+38	New	+$5.17K	﹤0.01%	636
2020 Q2	–	Sell	-26	Closed	-$2K	–	381
2020 Q1	$2K	Buy	+26	New	+$2.29K	﹤0.01%	353
2019 Q4	–	Sell	-1,300	Closed	-$116K	–	295
2019 Q3	$116K	Sell	1,300 -842	-39%	-$76K	0.25%	85
2019 Q2	$195K	Buy	2,142 +196	+10%	+$17.6K	0.47%	46
2019 Q1	$174K	Buy	+1,946	New	+$172K	0.83%	24

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Benjamin Edwards Inc's IJT Position: Q3 2022 in Review

Benjamin Edwards Inc sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 24 shares — an estimated $3K sold.

Benjamin Edwards Inc first reported a position in IJT in Q1 2019 and held it in 7 quarters. The position peaked at $195K in Q2 2019. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

Benjamin Edwards Inc reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
Benjamin Edwards Inc sold 24 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $3K.
Benjamin Edwards Inc first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 7 quarters.
Benjamin Edwards Inc's iShares S&P Small-Cap 600 Growth ETF position peaked at $195K in Q2 2019.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on Benjamin Edwards Inc's 13F filing for Q3 2022, filed 28 Oct 2022.