AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
1,030
-166
| -14% | -$22.1K | ﹤0.01% | 1399 |
|
|
2025
Q1 | $149K | Sell |
1,196
-919
| -43% | -$114K | ﹤0.01% | 1350 |
|
|
2024
Q4 | $286K | Buy |
+2,115
| New | +$286K | ﹤0.01% | 1123 |
|
|
2024
Q1 | – | Sell |
-4,379
| Closed | -$541K | – | 1559 |
|
|
2023
Q4 | $541K | Sell |
4,379
-621
| -12% | -$76.7K | ﹤0.01% | 1386 |
|
|
2023
Q3 | $548K | Buy |
5,000
+521
| +12% | +$57.1K | ﹤0.01% | 1328 |
|
|
2023
Q2 | $515K | Sell |
4,479
-764
| -15% | -$87.8K | ﹤0.01% | 1377 |
|
|
2023
Q1 | $576K | Buy |
5,243
+1,374
| +36% | +$151K | ﹤0.01% | 1274 |
|
|
2022
Q4 | $418K | Sell |
3,869
-97
| -2% | -$10.5K | ﹤0.01% | 1373 |
|
|
2022
Q3 | $403K | Sell |
3,966
-4,195
| -51% | -$426K | ﹤0.01% | 1359 |
|
|
2022
Q2 | $859K | Sell |
8,161
-16,526
| -67% | -$1.74M | 0.01% | 944 |
|
|
2022
Q1 | $3.09M | Buy |
24,687
+21,442
| +661% | +$2.68M | 0.02% | 581 |
|
|
2021
Q4 | $450K | Sell |
3,245
-23,186
| -88% | -$3.22M | ﹤0.01% | 1284 |
|
|
2021
Q3 | $3.44M | Sell |
26,431
-44,776
| -63% | -$5.82M | 0.03% | 475 |
|
|
2021
Q2 | $9.44M | Sell |
71,207
-3,632
| -5% | -$482K | 0.08% | 228 |
|
|
2021
Q1 | $9.6M | Buy |
74,839
+71,123
| +1,914% | +$9.12M | 0.1% | 210 |
|
|
2020
Q4 | $424K | Buy |
3,716
+418
| +13% | +$47.7K | ﹤0.01% | 1011 |
|
|
2020
Q3 | $291K | Sell |
3,298
-1,894
| -36% | -$167K | ﹤0.01% | 1048 |
|
|
2020
Q2 | $441K | Buy |
+5,192
| New | +$441K | 0.01% | 914 |
|
|
2020
Q1 | – | Sell |
-15,400
| Closed | -$1.49M | – | 1183 |
|
|
2019
Q4 | $1.49M | Buy |
15,400
+6,924
| +82% | +$669K | 0.03% | 430 |
|
|
2019
Q3 | $756K | Sell |
8,476
-2,158
| -20% | -$192K | 0.02% | 509 |
|
|
2019
Q2 | $970K | Buy |
+10,634
| New | +$970K | 0.03% | 416 |
|
|
2019
Q1 | – | Sell |
-3,842
| Closed | -$310K | – | 648 |
|
|
2018
Q4 | $310K | Sell |
3,842
-3,374
| -47% | -$272K | 0.05% | 340 |
|
|
2018
Q3 | $728K | Buy |
7,216
+3,380
| +88% | +$341K | 0.04% | 267 |
|
|
2018
Q2 | $362K | Buy |
3,836
+1,186
| +45% | +$112K | 0.02% | 305 |
|
|
2018
Q1 | $230K | Sell |
2,650
-138
| -5% | -$12K | 0.02% | 376 |
|
|
2017
Q4 | $237K | Buy |
+2,788
| New | +$237K | 0.02% | 367 |
|