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

WealthPLAN 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
2023
Q3 		– Sell
-230
Closed -$26.4K – 698
2023
Q2 		$26.4K Sell
230
-11
-5% -$1.2K ﹤0.01% 629
2023
Q1 		$26.5K Buy
+241
New +$27.2K ﹤0.01% 672
2020
Q2 		– Sell
-5,868
Closed -$422K – 314
2020
Q1 		$422K Buy
5,868
+566
+11% +$50K 0.05% 168
2019
Q4 		$526K Sell
5,302
-2,290
-30% -$211K 0.06% 159
2019
Q3 		$698K Buy
7,592
+868
+13% +$78.4K 0.1% 130
2019
Q2 		$603K Buy
6,724
+72
+1% +$6.47K 0.09% 133
2019
Q1 		$597K Sell
6,652
-986
-13% -$87.1K 0.09% 147
2018
Q4 		$703K Sell
7,638
-2,740
-26% -$244K 0.11% 124
2018
Q3 		$909K Sell
10,378
-652
-6% -$65.5K 0.17% 101
2018
Q2 		$1.04M Sell
11,030
-216
-2% -$19.8K 0.21% 97
2018
Q1 		$978K Buy
11,246
+7,764
+223% +$676K 0.21% 96
2017
Q4 		$296K Buy
3,482
+122
+4% +$10.2K 0.08% 159
2017
Q3 		$276K Buy
+3,360
New +$262K 0.08% 153
2017
Q2 		– Sell
-340
Closed -$25.3K – 296
2017
Q1 		$25.3K Buy
+340
New +$25.8K 0.09% 161
2016
Q3 		$295K Buy
4,320
+2,922
+209% +$197K 0.1% 116
2016
Q2 		$55.6K Buy
+1,398
New +$87.9K 0.01% 860
2015
Q4 		$86.1K Buy
+1,384
New +$87.8K 0.01% 453

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

WealthPLAN Partners's IJT Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 230 shares — an estimated $26.4K sold.

WealthPLAN Partners first reported a position in IJT in Q4 2015 and held it in 17 quarters. The position peaked at $1.04M in Q2 2018. 614 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 230 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $26.4K.
  • WealthPLAN Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and held it in 17 quarters.
  • WealthPLAN Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.04M in Q2 2018.
  • 614 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.