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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 – 816
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return