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

National Planning Corporation’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	–	Sell	-124	Closed	-$10.5K	–	22
2017 Q4	$10.5K	Sell	124 -24,324	-99%	-$2.03M	1.45%	26
2017 Q3	$2.01M	Sell	24,448 -2,372	-9%	-$185K	0.17%	139
2017 Q2	$2.11M	Sell	26,820 -1,702	-6%	-$131K	0.16%	152
2017 Q1	$2.15M	Sell	28,522 -27,590	-49%	-$2.09M	0.16%	136
2016 Q4	$4.18M	Buy	56,112 +24,100	+75%	+$1.7M	0.33%	68
2016 Q3	$2.08M	Buy	32,012 +15,226	+91%	+$1.03M	0.17%	131
2016 Q2	$1.12M	Sell	16,786 -16,916	-50%	-$1.06M	0.09%	224
2016 Q1	$2.08M	Sell	33,702 -11,510	-25%	-$671K	0.18%	124
2015 Q4	$2.5M	Sell	45,212 -239,200	-84%	-$15.2M	0.21%	110
2015 Q3	$18.4M	Sell	284,412 -19,010	-6%	-$1.22M	1.69%	12
2015 Q2	$19.8M	Buy	303,422 +2,628	+0.9%	+$171K	1.78%	11
2015 Q1	$19M	Buy	300,794 +41,224	+16%	+$2.58M	1.69%	11
2014 Q4	$15.5M	Buy	259,570 +226,800	+692%	+$13.3M	1.1%	14
2014 Q3	$1.85M	Sell	32,770 -3,488	-10%	-$204K	0.14%	147
2014 Q2	$2.19M	Sell	36,258 -8,992	-20%	-$522K	0.17%	120
2014 Q1	$2.74M	Sell	45,250 -12,792	-22%	-$751K	0.24%	83
2013 Q4	$3.46M	Sell	58,042 -105,544	-65%	-$6.01M	0.31%	68
2013 Q3	$8.97M	Buy	163,586 +138,312	+547%	+$7.22M	0.87%	21
2013 Q2	$1.22M	Buy	+25,274	New	+$1.2M	0.15%	151

Other funds holding IJT

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

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UCFA

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

National Planning Corporation's IJT Position: Q1 2018 in Review

National Planning Corporation sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2018, closing a stake of 124 shares — an estimated $10.5K sold.

National Planning Corporation first reported a position in IJT in Q2 2013 and held it in 19 quarters. The position peaked at $19.8M in Q2 2015. 430 funds tracked by Wall St. Rank hold IJT as of Q1 2018.

National Planning Corporation reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2018 after selling out during the quarter.
National Planning Corporation sold 124 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2018, an estimated $10.5K.
National Planning Corporation first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 19 quarters.
National Planning Corporation's iShares S&P Small-Cap 600 Growth ETF position peaked at $19.8M in Q2 2015.
430 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.