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

SevenBridge Financial 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
2019 Q3	–	Sell	-108	Closed	-$10K	–	351
2019 Q2	$10K	Hold	108	–	–	﹤0.01%	454
2019 Q1	$10K	Hold	108	–	–	﹤0.01%	414
2018 Q4	$9K	Hold	108	–	–	0.01%	383
2018 Q3	$11K	Hold	108	–	–	0.01%	400
2018 Q2	$10K	Hold	108	–	–	0.01%	421
2018 Q1	$9K	Sell	108 -66	-38%	-$5.75K	0.01%	437
2017 Q4	$15K	Buy	174 +66	+61%	+$5.52K	0.01%	403
2017 Q3	$9K	Hold	108	–	–	0.01%	457
2017 Q2	$8K	Hold	108	–	–	﹤0.01%	479
2017 Q1	$8K	Sell	108 -22	-17%	-$1.67K	0.01%	458
2016 Q4	$9K	Hold	130	–	–	0.01%	455
2016 Q3	$9K	Hold	130	–	–	0.01%	450
2016 Q2	$8K	Buy	+130	New	+$8.17K	0.01%	537

Other funds holding IJT

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

SevenBridge Financial Group's IJT Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2019, closing a stake of 108 shares — an estimated $10K sold.

SevenBridge Financial Group first reported a position in IJT in Q2 2016 and held it in 13 quarters. The position peaked at $15K in Q4 2017. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 108 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2019, an estimated $10K.
SevenBridge Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $15K in Q4 2017.
467 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.