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Brandywine Oak Private Wealth’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-1,446
Closed -$116K – 406
2018
Q4 		$116K Buy
+1,446
New +$129K 0.03% 259

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Brandywine Oak Private Wealth's IJT Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2019, closing a stake of 1,446 shares — an estimated $116K sold.

Brandywine Oak Private Wealth first reported a position in IJT in Q4 2018 and held it in 1 quarter. The position peaked at $116K in Q4 2018. 483 funds tracked by Wall St. Rank hold IJT as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,446 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2019, an estimated $116K.
  • Brandywine Oak Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $116K in Q4 2018.
  • 483 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.