Financial Partners Group (Kansas)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Financial Partners Group (Kansas)’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	-68,076	Closed	-$6.21M	–	86
2019 Q2	$6.21M	Sell	68,076 -12,508	-16%	-$1.12M	2.92%	11
2019 Q1	$7.19M	Sell	80,584 -2,968	-4%	-$262K	3.89%	10
2018 Q4	$6.74M	Sell	83,552 -11,624	-12%	-$1.04M	4.39%	7
2018 Q3	$9.6M	Buy	95,176 +32,768	+53%	+$3.29M	6.26%	4
2018 Q2	$5.9M	Buy	62,408 +16,810	+37%	+$1.54M	4.32%	8
2018 Q1	$3.96M	Sell	45,598 -1,028	-2%	-$89.6K	3.11%	11
2017 Q4	$3.97M	Buy	+46,626	New	+$3.9M	3.13%	11

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 29.2% 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 22.96% 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

Financial Partners Group (Kansas)'s IJT Position: Q3 2019 in Review

Financial Partners Group (Kansas) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2019, closing a stake of 68,076 shares — an estimated $6.21M sold.

Financial Partners Group (Kansas) first reported a position in IJT in Q4 2017 and held it in 7 quarters. The position peaked at $9.6M in Q3 2018. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

Financial Partners Group (Kansas) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2019 after selling out during the quarter.
Financial Partners Group (Kansas) sold 68,076 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2019, an estimated $6.21M.
Financial Partners Group (Kansas) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 7 quarters.
Financial Partners Group (Kansas)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $9.6M in Q3 2018.
467 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2019.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2019, filed 12 Nov 2019.