Acorn Financial Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,477
| Closed | -$205K | – | 224 |
|
2021
Q4 | $205K | Buy |
+1,477
| New | +$205K | 0.04% | 209 |
|
2021
Q3 | – | Sell |
-1,817
| Closed | -$241K | – | 226 |
|
2021
Q2 | $241K | Hold |
1,817
| – | – | 0.07% | 212 |
|
2021
Q1 | $234K | Buy |
1,817
+43
| +2% | +$5.54K | 0.09% | 188 |
|
2020
Q4 | $202K | Buy |
+1,774
| New | +$202K | 0.08% | 218 |
|