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

Hefty Wealth 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 Q1	$55K	Hold	638	–	–	0.04%	139
2017 Q4	$54K	Hold	638	–	–	0.03%	140
2017 Q3	$52K	Hold	638	–	–	0.03%	134
2017 Q2	$49K	Buy	+638	New	+$49.1K	0.03%	124

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Hefty Wealth Partners's IJT Position: Q1 2018 in Review

Hefty Wealth Partners held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2018 at 638 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #139.

Hefty Wealth Partners first reported a position in IJT in Q2 2017 and has held it in 4 quarters since. 430 funds tracked by Wall St. Rank hold IJT as of Q1 2018.

Hefty Wealth Partners held 638 shares of iShares S&P Small-Cap 600 Growth ETF worth $55K as of Q1 2018.
Hefty Wealth Partners left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2018.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #139 holding.
Hefty Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and has held it in 4 quarters since.
430 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.