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

Berman 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
2021 Q2	–	Sell	-894	Closed	-$114K	–	1965
2021 Q1	$114K	Buy	894 +1	+0.1%	+$127	0.02%	276
2020 Q4	$102K	Sell	893 -89	-9%	-$9.07K	0.02%	246
2020 Q3	$86K	Buy	982 +2	+0.2%	+$179	0.02%	246
2020 Q2	$83K	Buy	980 +2	+0.2%	+$156	0.02%	246
2020 Q1	$67K	Sell	978 -294	-23%	-$26K	0.02%	245
2019 Q4	$122K	Buy	1,272 +4	+0.3%	+$369	0.04%	198
2019 Q3	$113K	Buy	1,268 +4	+0.3%	+$361	0.04%	199
2019 Q2	$115K	Buy	1,264 +2	+0.2%	+$180	0.04%	192
2019 Q1	$112K	Buy	1,262 +2	+0.2%	+$177	0.04%	179
2018 Q4	$101K	Buy	+1,260	New	+$112K	0.04%	174

Other funds holding IJT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

UCFA

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

Berman Capital Advisors's IJT Position: Q2 2021 in Review

Berman Capital Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2021, closing a stake of 894 shares — an estimated $114K sold.

Berman Capital Advisors first reported a position in IJT in Q4 2018 and held it in 10 quarters. The position peaked at $122K in Q4 2019. 598 funds tracked by Wall St. Rank hold IJT as of Q2 2021.

Berman Capital Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2021 after selling out during the quarter.
Berman Capital Advisors sold 894 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2021, an estimated $114K.
Berman Capital Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 10 quarters.
Berman Capital Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $122K in Q4 2019.
598 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.