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

DeDora Capital’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 Q2	–	Sell	-42	Closed	-$5K	–	240
2022 Q1	$5K	Buy	+42	New	+$5.29K	﹤0.01%	345
2020 Q1	–	Sell	-42	Closed	-$4K	–	100
2019 Q4	$4K	Buy	+42	New	+$3.88K	﹤0.01%	119

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $29.2B AUM 22.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

DeDora Capital's IJT Position: Q2 2022 in Review

DeDora Capital sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 42 shares — an estimated $5K sold.

DeDora Capital first reported a position in IJT in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

DeDora Capital reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 42 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $5K.
DeDora Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 2 quarters.
DeDora Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $5K in Q1 2022.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.