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	–	970
2022 Q4	$434	Buy	+4	New	+$440	﹤0.01%	910
2022 Q3	–	Sell	-93	Closed	-$10K	–	1057
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	Hold	30	–	–	﹤0.01%	739
2021 Q2	$4K	Hold	30	–	–	﹤0.01%	730
2021 Q1	$4K	Buy	+30	New	+$3.81K	﹤0.01%	758
2020 Q3	–	Sell	-30	Closed	-$3K	–	424
2020 Q2	$3K	Buy	+30	New	+$2.34K	﹤0.01%	625

Other funds holding IJT

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

UCFA

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

Stonebridge Capital Advisors's IJT Position: Q1 2023 in Review

Stonebridge Capital Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 4 shares — an estimated $434 sold.

Stonebridge Capital Advisors first reported a position in IJT in Q2 2020 and held it in 8 quarters. The position peaked at $17K in Q4 2021. 616 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

Stonebridge Capital Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 4 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $434.
Stonebridge Capital Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2020 and held it in 8 quarters.
Stonebridge Capital Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $17K in Q4 2021.
616 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.