WWM
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Willingdon Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		– Sell
-278
Closed -$27K – 339
2019
Q4 		$27K Hold
278
– – 0.01% 206
2019
Q3 		$25K Buy
+278
New +$25.1K 0.01% 202
2019
Q2 		– Sell
-70
Closed -$6K – 338
2019
Q1 		$6K Buy
+70
New +$6.19K ﹤0.01% 266
2018
Q4 		– Sell
-638
Closed -$64K – 372
2018
Q3 		$64K Buy
+638
New +$64.1K 0.02% 190

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM