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

Avantax Planning 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
2018 Q4	–	Sell	-18	Closed	-$2K	–	719
2018 Q3	$2K	Buy	+18	New	+$1.81K	﹤0.01%	1341
2018 Q2	–	Sell	-18	Closed	-$2K	–	815
2018 Q1	$2K	Buy	+18	New	+$1.57K	﹤0.01%	1602
2017 Q4	–	Sell	-10,304	Closed	-$848K	–	333
2017 Q3	$848K	Hold	10,304	–	–	0.07%	136
2017 Q2	$804K	Sell	10,304 -348	-3%	-$26.8K	0.07%	135
2017 Q1	$815K	Hold	10,652	–	–	0.07%	127
2016 Q4	$799K	Buy	+10,652	New	+$751K	0.09%	115

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Avantax Planning Partners's IJT Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 18 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in IJT in Q4 2016 and held it in 6 quarters. The position peaked at $848K in Q3 2017. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

Avantax Planning Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 18 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $2K.
Avantax Planning Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and held it in 6 quarters.
Avantax Planning Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $848K in Q3 2017.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.