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

PagnatoKarp 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
Q4 		– Sell
-2,450
Closed -$247K – 184
2018
Q3 		$247K Buy
2,450
+2
+0.1% +$201 0.07% 150
2018
Q2 		$232K Buy
+2,448
New +$225K 0.07% 132

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PagnatoKarp Partners's IJT Position: Q4 2018 in Review

PagnatoKarp Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 2,450 shares — an estimated $247K sold.

PagnatoKarp Partners first reported a position in IJT in Q2 2018 and held it in 2 quarters. The position peaked at $247K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

  • PagnatoKarp Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • PagnatoKarp Partners sold 2,450 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $247K.
  • PagnatoKarp Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 2 quarters.
  • PagnatoKarp Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $247K in Q3 2018.
  • 468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on PagnatoKarp Partners's 13F filing for Q4 2018, filed 8 Feb 2019.