Capital Directions Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Capital Directions Investment Advisors’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 Q4	$54.3K	Buy	+502	New	+$55.2K	0.02%	118
2022 Q3	–	Sell	-540	Closed	-$60.6K	–	106
2022 Q2	$57K	Hold	540	–	–	0.02%	120
2022 Q1	$68K	Buy	+540	New	+$68.1K	0.02%	126
2021 Q4	–	Sell	-540	Closed	-$70K	–	134
2021 Q3	$70K	Buy	540 +38	+8%	+$5.01K	0.02%	113
2021 Q2	$67K	Buy	+502	New	+$65.3K	0.02%	104
2021 Q1	–	Sell	-502	Closed	-$57K	–	256
2020 Q4	$57K	Hold	502	–	–	0.02%	107
2020 Q3	$44K	Buy	+502	New	+$44.9K	0.02%	115
2020 Q2	–	Sell	-502	Closed	-$35K	–	224
2020 Q1	$35K	Hold	502	–	–	0.02%	130
2019 Q4	$49K	Buy	+502	New	+$46.4K	0.02%	135

Other funds holding IJT

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Capital Directions Investment Advisors's IJT Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2022: 502 shares worth $54.3K. The stake represents 0.02% of the portfolio and ranks #118 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in IJT as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in IJT in Q4 2019 and has held it in 9 quarters since. The position peaked at $70K in Q3 2021. 641 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

Capital Directions Investment Advisors held 502 shares of iShares S&P Small-Cap 600 Growth ETF worth $54.3K as of Q4 2022.
iShares S&P Small-Cap 600 Growth ETF was a new Capital Directions Investment Advisors position in Q4 2022.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #118 holding.
Capital Directions Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 9 quarters since.
Capital Directions Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $70K in Q3 2021.
641 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.