3D/L Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

3D/L Capital Management’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 Q4	–	Sell	-2,171	Closed	-$238K	–	40
2023 Q3	$238K	Buy	2,171 +5	+0.2%	+$577	0.08%	73
2023 Q2	$249K	Buy	2,166 +40	+2%	+$4.37K	0.07%	85
2023 Q1	$234K	Sell	2,126 -205	-9%	-$23.1K	0.06%	97
2022 Q4	$252K	Sell	2,331 -63	-3%	-$6.93K	0.07%	87
2022 Q3	$243K	Sell	2,394 -26	-1%	-$2.92K	0.07%	83
2022 Q2	$255K	Sell	2,420 -158	-6%	-$17.9K	0.07%	84
2022 Q1	$323K	Sell	2,578 -259	-9%	-$32.6K	0.08%	91
2021 Q4	$394K	Sell	2,837 -534	-16%	-$72.7K	0.09%	87
2021 Q3	$438K	Sell	3,371 -563	-14%	-$74.2K	0.11%	78
2021 Q2	$522K	Buy	3,934 +362	+10%	+$47.1K	0.12%	65
2021 Q1	$458K	Buy	+3,572	New	+$454K	0.12%	63

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

3D/L Capital Management's IJT Position: Q4 2023 in Review

3D/L Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 2,171 shares — an estimated $238K sold.

3D/L Capital Management first reported a position in IJT in Q1 2021 and held it in 11 quarters. The position peaked at $522K in Q2 2021. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

3D/L Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 2,171 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $238K.
3D/L Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 11 quarters.
3D/L Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $522K in Q2 2021.
669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.