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

Disciplined Investments’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	-111	Closed	-$12.8K	–	790
2023 Q2	$12.8K	Sell	111 -1,102	-91%	-$120K	0.01%	310
2023 Q1	$133K	Hold	1,213	–	–	0.06%	146
2022 Q4	$131K	Hold	1,213	–	–	0.06%	128
2022 Q3	$123K	Buy	1,213 +15	+1%	+$1.68K	0.06%	144
2022 Q2	$126K	Hold	1,198	–	–	0.06%	146
2022 Q1	$150K	Hold	1,198	–	–	0.06%	139
2021 Q4	$166K	Buy	1,198 +22	+2%	+$3K	0.07%	120
2021 Q3	$153K	Hold	1,176	–	–	0.07%	121
2021 Q2	$156K	Hold	1,176	–	–	0.08%	121
2021 Q1	$151K	Hold	1,176	–	–	0.09%	112
2020 Q4	$134K	Hold	1,176	–	–	0.09%	98
2020 Q3	$104K	Hold	1,176	–	–	0.08%	121
2020 Q2	$100K	Sell	1,176 -3,438	-75%	-$268K	0.08%	120
2020 Q1	$318K	Buy	4,614 +42	+0.9%	+$3.71K	0.3%	68
2019 Q4	$442K	Buy	+4,572	New	+$422K	0.37%	60

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 22.96% 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

Disciplined Investments's IJT Position: Q3 2023 in Review

Disciplined Investments sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 111 shares — an estimated $12.8K sold.

Disciplined Investments first reported a position in IJT in Q4 2019 and held it in 15 quarters. The position peaked at $442K in Q4 2019. 614 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

Disciplined Investments reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 111 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $12.8K.
Disciplined Investments first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's iShares S&P Small-Cap 600 Growth ETF position peaked at $442K in Q4 2019.
614 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.