SCA
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Stonebridge Capital Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Stonebridge Capital Advisors’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
2023
Q1 		– Sell
-4
Closed -$434 – 975
2022
Q4 		$434 Buy
+4
New +$440 ﹤0.01% 910
2022
Q3 		– Sell
-93
Closed -$10K – 1064
2022
Q2 		$10K Sell
93
-30
-24% -$3.4K ﹤0.01% 596
2022
Q1 		$15K Hold
123
– – ﹤0.01% 585
2021
Q4 		$17K Buy
123
+93
+310% +$12.7K ﹤0.01% 537
2021
Q3 		$4K Sell
30
-30
-50% -$3.95K ﹤0.01% 739
2021
Q2 		$8K Buy
60
+30
+100% +$3.9K ﹤0.01% 773
2021
Q1 		$4K Buy
+30
New +$3.81K ﹤0.01% 758
2020
Q3 		– Sell
-30
Closed -$3K – 428
2020
Q2 		$3K Buy
+30
New +$2.34K ﹤0.01% 625

Other funds holding IJT

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