BWM
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BerganKDV Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

BerganKDV Wealth 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
2022
Q1 		– Sell
-190
Closed -$26K – 1042
2021
Q4 		$26K Buy
+190
New +$25.9K ﹤0.01% 508
2020
Q4 		– Sell
-14
Closed -$1K – 979
2020
Q3 		$1K Hold
14
– – ﹤0.01% 820
2020
Q2 		$1K Buy
14
+8
+133% +$623 ﹤0.01% 870
2020
Q1 		$0 Hold
6
– – ﹤0.01% 964
2019
Q4 		$1K Hold
6
– – ﹤0.01% 861
2019
Q3 		$1K Sell
6
-70
-92% -$6.32K ﹤0.01% 663
2019
Q2 		$7K Sell
76
-136
-64% -$12.2K ﹤0.01% 554
2019
Q1 		$19K Hold
212
– – ﹤0.01% 441
2018
Q4 		$17K Buy
212
+4
+2% +$356 ﹤0.01% 410
2018
Q3 		$21K Hold
208
– – ﹤0.01% 417
2018
Q2 		$20K Buy
+208
New +$19.1K ﹤0.01% 430

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return