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

Plancorp LLC’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
2022 Q1	–	Sell	-1,568	Closed	-$218K	–	250
2021 Q4	$218K	Buy	1,568 +3	+0.2%	+$408	0.01%	226
2021 Q3	$204K	Hold	1,565	–	–	0.01%	225
2021 Q2	$208K	Buy	+1,565	New	+$204K	0.02%	213
2020 Q4	–	Sell	-2,444	Closed	-$216K	–	204
2020 Q3	$216K	Buy	2,444 +2	+0.1%	+$179	0.07%	170
2020 Q2	$207K	Buy	+2,442	New	+$190K	0.06%	168
2020 Q1	–	Sell	-2,986	Closed	-$289K	–	174
2019 Q4	$289K	Buy	2,986 +4	+0.1%	+$369	0.09%	153
2019 Q3	$266K	Hold	2,982	–	–	0.1%	148
2019 Q2	$272K	Buy	+2,982	New	+$268K	0.11%	138
2018 Q4	–	Sell	-2,234	Closed	-$225K	–	164
2018 Q3	$225K	Hold	2,234	–	–	0.09%	160
2018 Q2	$211K	Buy	+2,234	New	+$205K	0.08%	158

Other funds holding IJT

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

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

Plancorp LLC's IJT Position: Q1 2022 in Review

Plancorp LLC sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 1,568 shares — an estimated $218K sold.

Plancorp LLC first reported a position in IJT in Q2 2018 and held it in 10 quarters. The position peaked at $289K in Q4 2019. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

Plancorp LLC reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
Plancorp LLC sold 1,568 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $218K.
Plancorp LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 10 quarters.
Plancorp LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $289K in Q4 2019.
636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Plancorp LLC's 13F filing for Q1 2022, filed 13 May 2022.