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

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-70
Closed -$9K – 229
2021
Q4 		$9K Hold
70
– – ﹤0.01% 343
2021
Q3 		$10K Hold
70
– – ﹤0.01% 340
2021
Q2 		$9K Hold
70
– – ﹤0.01% 359
2021
Q1 		$9K Buy
+70
New +$8.89K 0.01% 360

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
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 Financial Planning Group's IJT Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 70 shares — an estimated $9K sold.

Stonebridge Financial Planning Group first reported a position in IJT in Q1 2021 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 70 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $9K.
  • Stonebridge Financial Planning Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $10K in Q3 2021.
  • 636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.