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

Consolidated Planning Corp’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
2024 Q4	–	Sell	-1,493	Closed	-$208K	–	205
2024 Q3	$208K	Buy	+1,493	New	+$201K	0.03%	190
2024 Q1	–	Sell	-1,648	Closed	-$206K	–	189
2023 Q4	$206K	Buy	+1,648	New	+$185K	0.04%	166
2022 Q2	–	Sell	-1,648	Closed	-$206K	–	120
2022 Q1	$206K	Hold	1,648	–	–	0.14%	60
2021 Q4	$229K	Hold	1,648	–	–	0.15%	60
2021 Q3	$214K	Hold	1,648	–	–	0.14%	57
2021 Q2	$218K	Hold	1,648	–	–	0.16%	53
2021 Q1	$211K	Buy	+1,648	New	+$209K	0.13%	55

Other funds holding IJT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Consolidated Planning Corp's IJT Position: Q4 2024 in Review

Consolidated Planning Corp sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024, closing a stake of 1,493 shares — an estimated $208K sold.

Consolidated Planning Corp first reported a position in IJT in Q1 2021 and held it in 7 quarters. The position peaked at $229K in Q4 2021. 752 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

Consolidated Planning Corp reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
Consolidated Planning Corp sold 1,493 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $208K.
Consolidated Planning Corp first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 7 quarters.
Consolidated Planning Corp's iShares S&P Small-Cap 600 Growth ETF position peaked at $229K in Q4 2021.
752 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Consolidated Planning Corp's 13F filing for Q4 2024, filed 29 Jan 2025.