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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

BerganKDV Wealth Management's IJT Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 190 shares — an estimated $26K sold.

BerganKDV Wealth Management first reported a position in IJT in Q2 2018 and held it in 11 quarters. The position peaked at $26K in Q4 2021. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

BerganKDV Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 190 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $26K.
BerganKDV Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 11 quarters.
BerganKDV Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $26K in Q4 2021.
636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.