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

Planning Center Inc’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
2024 Q1	–	Sell	-3,321	Closed	-$416K	–	60
2023 Q4	$416K	Sell	3,321 -54	-2%	-$6.06K	0.1%	38
2023 Q3	$370K	Hold	3,375	–	–	0.1%	40
2023 Q2	$388K	Sell	3,375 -53	-2%	-$5.79K	0.1%	43
2023 Q1	$375K	Hold	3,428	–	–	0.1%	40
2022 Q4	$370K	Hold	3,428	–	–	0.11%	42
2022 Q3	$356K	Hold	3,428	–	–	0.28%	27
2022 Q2	$364K	Hold	3,428	–	–	0.29%	26
2022 Q1	$429K	Hold	3,428	–	–	1.23%	19
2021 Q4	$428K	Buy	+3,428	New	+$467K	0.34%	28

Other funds holding IJT

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planning Center Inc's IJT Position: Q1 2024 in Review

Planning Center Inc sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 3,321 shares — an estimated $416K sold.

Planning Center Inc first reported a position in IJT in Q4 2021 and held it in 9 quarters. The position peaked at $429K in Q1 2022. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

Planning Center Inc reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
Planning Center Inc sold 3,321 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $416K.
Planning Center Inc first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 9 quarters.
Planning Center Inc's iShares S&P Small-Cap 600 Growth ETF position peaked at $429K in Q1 2022.
680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Planning Center Inc's 13F filing for Q1 2024, filed 23 Apr 2024.