Moody National Bank Trust Division’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Moody National Bank Trust Division’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 Q1	–	Sell	-2,784	Closed	-$269K	–	356
2019 Q4	$269K	Hold	2,784	–	–	0.01%	322
2019 Q3	$249K	Buy	2,784 +180	+7%	+$16.2K	0.01%	331
2019 Q2	$238K	Buy	2,604 +2,510	+2,670%	+$226K	0.01%	331
2019 Q1	$8K	Buy	+94	New	+$8.31K	﹤0.01%	676

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

UCFA

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Moody National Bank Trust Division's IJT Position: Q1 2020 in Review

Moody National Bank Trust Division sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 2,784 shares — an estimated $269K sold.

Moody National Bank Trust Division first reported a position in IJT in Q1 2019 and held it in 4 quarters. The position peaked at $269K in Q4 2019. 451 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

Moody National Bank Trust Division reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
Moody National Bank Trust Division sold 2,784 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $269K.
Moody National Bank Trust Division first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 4 quarters.
Moody National Bank Trust Division's iShares S&P Small-Cap 600 Growth ETF position peaked at $269K in Q4 2019.
451 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Moody National Bank Trust Division's 13F filing for Q1 2020, filed 17 Apr 2020.