9258 Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $429K | Sell |
3,078
-12
| -0.4% | -$1.67K | 0.06% | 224 |
|
|
2024
Q2 | $397K | Sell |
3,090
-478
| -13% | -$61.4K | 0.06% | 226 |
|
|
2024
Q1 | $466K | Sell |
3,568
-125
| -3% | -$16.3K | 0.07% | 204 |
|
|
2023
Q4 | $462K | Sell |
3,693
-5
| -0.1% | -$626 | 0.08% | 190 |
|
|
2023
Q3 | $406K | Hold |
3,698
| – | – | 0.08% | 202 |
|
|
2023
Q2 | $425K | Sell |
3,698
-119
| -3% | -$13.7K | 0.08% | 201 |
|
|
2023
Q1 | $420K | Sell |
3,817
-599
| -14% | -$65.9K | 0.08% | 201 |
|
|
2022
Q4 | $477K | Sell |
4,416
-43
| -1% | -$4.65K | 0.1% | 183 |
|
|
2022
Q3 | $453K | Sell |
4,459
-522
| -10% | -$53K | 0.12% | 176 |
|
|
2022
Q2 | $525K | Sell |
4,981
-134
| -3% | -$14.1K | 0.13% | 166 |
|
|
2022
Q1 | $640K | Buy |
5,115
+1,115
| +28% | +$140K | 0.15% | 154 |
|
|
2021
Q4 | $555K | Buy |
+4,000
| New | +$555K | 0.13% | 176 |
|