Leicht Financial Planning & Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Leicht Financial Planning & Wealth Management’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
2020 Q2	–	Sell	-3,788	Closed	-$263K	–	33
2020 Q1	$263K	Sell	3,788 -4,928	-57%	-$435K	0.25%	47
2019 Q4	$842K	Sell	8,716 -3,376	-28%	-$312K	0.77%	36
2019 Q3	$1.08M	Sell	12,092 -1,342	-10%	-$121K	1.03%	27
2019 Q2	$1.23M	Sell	13,434 -1,230	-8%	-$111K	1.2%	24
2019 Q1	$1.31M	Sell	14,664 -6,314	-30%	-$558K	1.35%	21
2018 Q4	$1.69M	Sell	20,978 -12,414	-37%	-$1.11M	2.23%	15
2018 Q3	$3.36M	Sell	33,392 -3,070	-8%	-$309K	3.99%	7
2018 Q2	$3.5M	Sell	36,462 -522	-1%	-$47.9K	2.98%	8
2018 Q1	$3.15M	Sell	36,984 -1,372	-4%	-$120K	2.72%	6
2017 Q4	$3.31M	Sell	38,356 -1,154	-3%	-$96.5K	2.77%	10
2017 Q3	$3.27M	Sell	39,510 -44,222	-53%	-$3.45M	2.72%	11
2017 Q2	$6.51M	Sell	83,732 -15,600	-16%	-$1.2M	5.61%	6
2017 Q1	$7.38M	Sell	99,332 -32,458	-25%	-$2.46M	6.71%	5
2016 Q4	$9.79M	Buy	+131,790	New	+$9.29M	9.05%	5

Other funds holding IJT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's IJT Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2020, closing a stake of 3,788 shares — an estimated $263K sold.

Leicht Financial Planning & Wealth Management first reported a position in IJT in Q4 2016 and held it in 14 quarters. The position peaked at $9.79M in Q4 2016. 463 funds tracked by Wall St. Rank hold IJT as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 3,788 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2020, an estimated $263K.
Leicht Financial Planning & Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and held it in 14 quarters.
Leicht Financial Planning & Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.79M in Q4 2016.
463 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.