CVA Family Office’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

CVA Family Office’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	-1,282	Closed	-$147K	–	576
2023 Q2	$147K	Hold	1,282	–	–	0.03%	260
2023 Q1	$141K	Hold	1,282	–	–	0.03%	263
2022 Q4	$139K	Hold	1,282	–	–	0.03%	250
2022 Q3	$130K	Hold	1,282	–	–	0.04%	212
2022 Q2	$135K	Hold	1,282	–	–	0.04%	201
2022 Q1	$160K	Hold	1,282	–	–	0.04%	199
2021 Q4	$178K	Buy	1,282 +858	+202%	+$117K	0.04%	175
2021 Q3	$75K	Sell	424 -858	-67%	-$113K	0.05%	141
2021 Q2	$170K	Hold	1,282	–	–	0.05%	172
2021 Q1	$164K	Buy	1,282 +434	+51%	+$55.1K	0.06%	132
2020 Q4	$97K	Hold	848	–	–	0.06%	136
2020 Q3	$75K	Hold	848	–	–	0.05%	141
2020 Q2	$72K	Hold	848	–	–	0.06%	134
2020 Q1	$58K	Buy	+848	New	+$74.9K	0.06%	133

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.9% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

CVA Family Office's IJT Position: Q3 2023 in Review

CVA Family Office sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 1,282 shares — an estimated $147K sold.

CVA Family Office first reported a position in IJT in Q1 2020 and held it in 14 quarters. The position peaked at $178K in Q4 2021. 614 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

CVA Family Office reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
CVA Family Office sold 1,282 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $147K.
CVA Family Office first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and held it in 14 quarters.
CVA Family Office's iShares S&P Small-Cap 600 Growth ETF position peaked at $178K in Q4 2021.
614 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on CVA Family Office's 13F filing for Q3 2023, filed 11 Oct 2023.