Accretive Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Buy |
37,071
+1,223
| +3% | +$163K | 1.62% | 13 |
|
|
2025
Q1 | $4.44M | Buy |
35,848
+3,954
| +12% | +$489K | 1.57% | 13 |
|
|
2024
Q4 | $4.32M | Buy |
31,894
+31
| +0.1% | +$4.2K | 1.83% | 12 |
|
|
2024
Q3 | $4.44M | Sell |
31,863
-2,004
| -6% | -$280K | 1.86% | 11 |
|
|
2024
Q2 | $4.35M | Buy |
33,867
+249
| +0.7% | +$32K | 1.82% | 11 |
|
|
2024
Q1 | $4.3M | Sell |
33,618
-72
| -0.2% | -$9.2K | 1.9% | 11 |
|
|
2023
Q4 | $4.22M | Sell |
33,690
-460
| -1% | -$57.6K | 2.03% | 11 |
|
|
2023
Q3 | $3.75M | Buy |
34,150
+356
| +1% | +$39K | 2.23% | 11 |
|
|
2023
Q2 | $3.88M | Buy |
33,794
+690
| +2% | +$79.3K | 2.3% | 10 |
|
|
2023
Q1 | $3.64M | Buy |
33,104
+1,054
| +3% | +$116K | 2.33% | 11 |
|
|
2022
Q4 | $3.46M | Sell |
32,050
-158
| -0.5% | -$17.1K | 2.38% | 11 |
|
|
2022
Q3 | $3.28M | Buy |
32,208
+56
| +0.2% | +$5.69K | 2.49% | 10 |
|
|
2022
Q2 | $3.39M | Buy |
32,152
+584
| +2% | +$61.5K | 2.46% | 11 |
|
|
2022
Q1 | $3.95M | Buy |
31,568
+737
| +2% | +$92.2K | 2.48% | 9 |
|
|
2021
Q4 | $4.28M | Buy |
30,831
+1,202
| +4% | +$167K | 2.72% | 8 |
|
|
2021
Q3 | $3.85M | Buy |
29,629
+1,157
| +4% | +$150K | 2.72% | 7 |
|
|
2021
Q2 | $3.78M | Buy |
28,472
+4,204
| +17% | +$558K | 2.72% | 8 |
|
|
2021
Q1 | $3.11M | Buy |
24,268
+1,083
| +5% | +$139K | 2.8% | 8 |
|
|
2020
Q4 | $2.65M | Buy |
+23,185
| New | +$2.65M | 2.62% | 8 |
|