FPGK
IJT icon

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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return