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

Dividend Assets 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
2024 Q1	–	Sell	-257	Closed	-$32K	–	253
2023 Q4	$32K	Hold	257	–	–	0.01%	291
2023 Q3	$28K	Hold	257	–	–	0.01%	307
2023 Q2	$30K	Sell	257 -48	-16%	-$5.24K	0.01%	308
2023 Q1	$33K	Hold	305	–	–	0.01%	321
2022 Q4	$33K	Hold	305	–	–	0.01%	321
2022 Q3	$31K	Hold	305	–	–	0.01%	324
2022 Q2	$32K	Buy	305 +257	+535%	+$29.1K	0.01%	332
2022 Q1	$6K	Buy	+48	New	+$6.05K	﹤0.01%	452

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Dividend Assets Capital's IJT Position: Q1 2024 in Review

Dividend Assets Capital sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 257 shares — an estimated $32K sold.

Dividend Assets Capital first reported a position in IJT in Q1 2022 and held it in 8 quarters. The position peaked at $33K in Q1 2023. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

Dividend Assets Capital reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
Dividend Assets Capital sold 257 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $32K.
Dividend Assets Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and held it in 8 quarters.
Dividend Assets Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $33K in Q1 2023.
680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.