Trustmark National Bank Trust Department’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Trustmark National Bank Trust Department’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	-460	Closed	-$42K	–	376
2019 Q2	$42K	Hold	460	–	–	﹤0.01%	369
2019 Q1	$41K	Hold	460	–	–	﹤0.01%	369
2018 Q4	$37K	Hold	460	–	–	﹤0.01%	366
2018 Q3	$46K	Buy	+460	New	+$46.2K	﹤0.01%	364
2015 Q1	–	Sell	-157,804	Closed	-$9.66M	–	354
2014 Q4	$9.66M	Sell	157,804 -196	-0.1%	-$11.5K	1.32%	17
2014 Q3	$8.89M	Sell	158,000 -200	-0.1%	-$11.7K	1.26%	20
2014 Q2	$9.55M	Sell	158,200 -344	-0.2%	-$20K	1.08%	15
2014 Q1	$9.43M	Sell	158,544 -2,200	-1%	-$129K	1.09%	15
2013 Q4	$9.53M	Hold	160,744	–	–	1.12%	12
2013 Q3	$8.71M	Hold	160,744	–	–	1.08%	15
2013 Q2	$7.78M	Buy	+160,744	New	+$7.65M	1.01%	16

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Trustmark National Bank Trust Department's IJT Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2019, closing a stake of 460 shares — an estimated $42K sold.

Trustmark National Bank Trust Department first reported a position in IJT in Q2 2013 and held it in 11 quarters. The position peaked at $9.66M in Q4 2014. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

Trustmark National Bank Trust Department reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 460 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2019, an estimated $42K.
Trustmark National Bank Trust Department first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 11 quarters.
Trustmark National Bank Trust Department's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.66M in Q4 2014.
467 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.