YorkBridge Wealth Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

YorkBridge Wealth Partners’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	-80	Closed	-$7K	–	399
2019 Q2	$7K	Hold	80	–	–	﹤0.01%	625
2019 Q1	$7K	Hold	80	–	–	﹤0.01%	628
2018 Q4	$6K	Hold	80	–	–	﹤0.01%	616
2018 Q3	$8K	Hold	80	–	–	﹤0.01%	617
2018 Q2	$8K	Hold	80	–	–	﹤0.01%	636
2018 Q1	$7K	Sell	80 -428	-84%	-$37.3K	﹤0.01%	655
2017 Q4	$42K	Buy	508 +428	+535%	+$35.8K	0.02%	391
2017 Q3	$7K	Hold	80	–	–	﹤0.01%	676
2017 Q2	$6K	Hold	80	–	–	﹤0.01%	689
2017 Q1	$6K	Buy	+80	New	+$6.06K	﹤0.01%	672

Other funds holding IJT

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

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

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

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

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

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

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

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

UCFA

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

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

YorkBridge Wealth Partners's IJT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2019, closing a stake of 80 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in IJT in Q1 2017 and held it in 10 quarters. The position peaked at $42K in Q4 2017. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 80 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2019, an estimated $7K.
YorkBridge Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $42K in Q4 2017.
467 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.