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Bernardo Wealth Planning’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bernardo Wealth Planning’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
-2,634
Closed -$235K – 154
2019
Q1 		$235K Hold
2,634
– – 0.19% 119
2018
Q4 		$212K Buy
+2,634
New +$235K 0.19% 119

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bernardo Wealth Planning's IJT Position: Q2 2019 in Review

Bernardo Wealth Planning sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2019, closing a stake of 2,634 shares — an estimated $235K sold.

Bernardo Wealth Planning first reported a position in IJT in Q4 2018 and held it in 2 quarters. The position peaked at $235K in Q1 2019. 472 funds tracked by Wall St. Rank hold IJT as of Q2 2019.

  • Bernardo Wealth Planning reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Bernardo Wealth Planning sold 2,634 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $235K.
  • Bernardo Wealth Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 2 quarters.
  • Bernardo Wealth Planning's iShares S&P Small-Cap 600 Growth ETF position peaked at $235K in Q1 2019.
  • 472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2019.

Based on Bernardo Wealth Planning's 13F filing for Q2 2019, filed 13 Aug 2019.