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

Bridgeworth’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
2018 Q3	–	Sell	-1,796	Closed	-$169K	–	315
2018 Q2	$169K	Buy	+1,796	New	+$165K	0.07%	152
2017 Q3	–	Sell	-2,660	Closed	-$207K	–	93
2017 Q2	$207K	Buy	+2,660	New	+$205K	0.11%	134

Other funds holding IJT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bridgeworth's IJT Position: Q3 2018 in Review

Bridgeworth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2018, closing a stake of 1,796 shares — an estimated $169K sold.

Bridgeworth first reported a position in IJT in Q2 2017 and held it in 2 quarters. The position peaked at $207K in Q2 2017. 490 funds tracked by Wall St. Rank hold IJT as of Q3 2018.

Bridgeworth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 1,796 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2018, an estimated $169K.
Bridgeworth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and held it in 2 quarters.
Bridgeworth's iShares S&P Small-Cap 600 Growth ETF position peaked at $207K in Q2 2017.
490 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.