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

Family Capital Trust’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
-55,687
Closed -$6.4M – 56
2023
Q2 		$6.4M Sell
55,687
-230
-0.4% -$25.1K 2.23% 14
2023
Q1 		$6.15M Sell
55,917
-8
-0% -$902 2.38% 14
2022
Q4 		$6.04M Sell
55,925
-28
-0.1% -$3.08K 2.45% 16
2022
Q3 		$5.69M Sell
55,953
-4
-0% -$449 2.6% 14
2022
Q2 		$5.89M Sell
55,957
-40
-0.1% -$4.53K 2.34% 16
2022
Q1 		$7M Buy
55,997
+327
+0.6% +$41.2K 2.28% 14
2021
Q4 		$7.73M Sell
55,670
-75
-0.1% -$10.2K 2.16% 10
2021
Q3 		$7.25M Sell
55,745
-54
-0.1% -$7.12K 2.07% 11
2021
Q2 		$7.4M Sell
55,799
-1,565
-3% -$204K 2.09% 11
2021
Q1 		$7.36M Sell
57,364
-3,363
-6% -$427K 2.31% 9
2020
Q4 		$6.93M Buy
60,727
+41
+0.1% +$4.18K 2.15% 10
2020
Q3 		$5.35M Buy
60,686
+4,042
+7% +$362K 1.75% 16
2020
Q2 		$4.81M Buy
56,644
+2,570
+5% +$200K 1.72% 16
2020
Q1 		$4.68M Buy
54,074
+66
+0.1% +$5.83K 1.83% 17
2019
Q4 		$5.22M Buy
54,008
+360
+0.7% +$33.2K 1.97% 18
2019
Q3 		$4.79M Buy
53,648
+708
+1% +$63.9K 1.96% 19
2019
Q2 		$4.83M Buy
52,940
+1,142
+2% +$103K 1.94% 17
2019
Q1 		$4.62M Buy
51,798
+112
+0.2% +$9.9K 1.95% 16
2018
Q4 		$4.17M Sell
51,686
-952
-2% -$84.8K 2.01% 16
2018
Q3 		$5.31M Sell
52,638
-1,406
-3% -$141K 2.22% 11
2018
Q2 		$5.11M Sell
54,044
-894
-2% -$82.1K 2.27% 9
2018
Q1 		$4.78M Sell
54,938
-1,062
-2% -$92.5K 2.18% 13
2017
Q4 		$4.76M Sell
56,000
-310
-0.6% -$25.9K 2.24% 14
2017
Q3 		$4.63M Sell
56,310
-686
-1% -$53.5K 2.34% 13
2017
Q2 		$4.44M Sell
56,996
-352
-0.6% -$27.1K 2.3% 17
2017
Q1 		$4.44M Sell
57,348
-884
-2% -$67K 2.36% 16
2016
Q4 		$4.37M Buy
58,232
+528
+0.9% +$37.2K 2.52% 13
2016
Q3 		$3.96M Buy
57,704
+292
+0.5% +$19.7K 2.24% 16
2016
Q2 		$3.69M Buy
57,412
+52
+0.1% +$3.27K 2.19% 19
2016
Q1 		$3.56M Buy
+57,360
New +$3.34M 2.06% 18

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Family Capital Trust's IJT Position: Q3 2023 in Review

Family Capital Trust sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 55,687 shares — an estimated $6.4M sold.

Family Capital Trust first reported a position in IJT in Q1 2016 and held it in 30 quarters. The position peaked at $7.73M in Q4 2021. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

  • Family Capital Trust reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Family Capital Trust sold 55,687 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $6.4M.
  • Family Capital Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2016 and held it in 30 quarters.
  • Family Capital Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $7.73M in Q4 2021.
  • 615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Family Capital Trust's 13F filing for Q3 2023, filed 27 Oct 2023.