Newbridge Financial Services Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Newbridge Financial Services Group’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
2024 Q2	–	Sell	-53	Closed	-$6.93K	–	1163
2024 Q1	$6.93K	Sell	53 -271	-84%	-$33.8K	﹤0.01%	842
2023 Q4	$40.5K	Buy	324 +2	+0.6%	+$224	0.02%	442
2023 Q3	$35.4K	Sell	322 -21	-6%	-$2.42K	0.02%	504
2023 Q2	$39.4K	Sell	343 -9	-3%	-$983	0.02%	514
2023 Q1	$38.7K	Buy	352 +1	+0.3%	+$113	0.02%	525
2022 Q4	$38K	Buy	351 +1	+0.3%	+$110	0.02%	531
2022 Q3	$36K	Buy	350 +340	+3,400%	+$38.2K	0.02%	537
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	1278
2022 Q1	$1K	Sell	10 -280	-97%	-$35.3K	﹤0.01%	1382
2021 Q4	$40K	Hold	290	–	–	0.02%	526
2021 Q3	$38K	Buy	290 +280	+2,800%	+$36.9K	0.02%	486
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	1360
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	1280
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	1035
2020 Q3	$1K	Buy	+10	New	+$894	﹤0.01%	975

Other funds holding IJT

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

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

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

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

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Newbridge Financial Services Group's IJT Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 53 shares — an estimated $6.93K sold.

Newbridge Financial Services Group first reported a position in IJT in Q3 2020 and held it in 15 quarters. The position peaked at $40.5K in Q4 2023. 686 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

Newbridge Financial Services Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 53 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $6.93K.
Newbridge Financial Services Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and held it in 15 quarters.
Newbridge Financial Services Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $40.5K in Q4 2023.
686 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.