SFG
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return