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Cedar Brook Financial Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Cedar Brook Financial Partners’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
2020
Q3 		– Sell
-4,560
Closed -$387K – 301
2020
Q2 		$387K Buy
+4,560
New +$355K 0.17% 158

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Envestnet Asset Management
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M&T Bank
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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UCFA
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cedar Brook Financial Partners's IJT Position: Q3 2020 in Review

Cedar Brook Financial Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2020, closing a stake of 4,560 shares — an estimated $387K sold.

Cedar Brook Financial Partners first reported a position in IJT in Q2 2020 and held it in 1 quarter. The position peaked at $387K in Q2 2020. 474 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

  • Cedar Brook Financial Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,560 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2020, an estimated $387K.
  • Cedar Brook Financial Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2020 and held it in 1 quarter.
  • Cedar Brook Financial Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $387K in Q2 2020.
  • 474 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2020, filed 9 Nov 2020.