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

Trifecta Capital Advisors’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	-300	Closed	-$37.5K	–	427
2023 Q4	$37.5K	Hold	300	–	–	0.01%	146
2023 Q3	$32.9K	Hold	300	–	–	0.01%	157
2023 Q2	$34.5K	Sell	300 -200	-40%	-$21.8K	0.01%	161
2023 Q1	$55K	Hold	500	–	–	0.02%	139
2022 Q4	$54K	Buy	+500	New	+$55K	0.02%	125

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

Trifecta Capital Advisors's IJT Position: Q1 2024 in Review

Trifecta Capital Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 300 shares — an estimated $37.5K sold.

Trifecta Capital Advisors first reported a position in IJT in Q4 2022 and held it in 5 quarters. The position peaked at $55K in Q1 2023. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

Trifecta Capital Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
Trifecta Capital Advisors sold 300 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $37.5K.
Trifecta Capital Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 5 quarters.
Trifecta Capital Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $55K 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 Trifecta Capital Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.