Arkadios Wealth Advisors’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 | $1.89M | Sell |
14,180
-3,947
| -22% | -$525K | 0.06% | 361 |
|
|
2025
Q1 | $2.26M | Sell |
18,127
-675
| -4% | -$84K | 0.09% | 263 |
|
|
2024
Q4 | $2.55M | Sell |
18,802
-535
| -3% | -$72.4K | 0.14% | 142 |
|
|
2024
Q3 | $2.7M | Buy |
19,337
+2,924
| +18% | +$408K | 0.15% | 137 |
|
|
2024
Q2 | $2.11M | Buy |
16,413
+120
| +0.7% | +$15.4K | 0.14% | 159 |
|
|
2024
Q1 | $2.13M | Sell |
16,293
-1,245
| -7% | -$163K | 0.17% | 138 |
|
|
2023
Q4 | $2.19M | Sell |
17,538
-3,382
| -16% | -$423K | 0.19% | 121 |
|
|
2023
Q3 | $2.29M | Buy |
20,920
+173
| +0.8% | +$19K | 0.22% | 110 |
|
|
2023
Q2 | $2.38M | Buy |
20,747
+562
| +3% | +$64.6K | 0.28% | 89 |
|
|
2023
Q1 | $2.22M | Sell |
20,185
-285
| -1% | -$31.3K | 0.26% | 102 |
|
|
2022
Q4 | $2.21M | Buy |
20,470
+880
| +4% | +$95.1K | 0.29% | 97 |
|
|
2022
Q3 | $1.99M | Buy |
19,590
+942
| +5% | +$95.8K | 0.3% | 87 |
|
|
2022
Q2 | $1.96M | Sell |
18,648
-724
| -4% | -$76.3K | 0.29% | 88 |
|
|
2022
Q1 | $2.42M | Buy |
19,372
+1,788
| +10% | +$224K | 0.32% | 83 |
|
|
2021
Q4 | $2.44M | Buy |
17,584
+1,300
| +8% | +$180K | 0.32% | 79 |
|
|
2021
Q3 | $2.12M | Buy |
16,284
+1,614
| +11% | +$210K | 0.31% | 89 |
|
|
2021
Q2 | $1.95M | Buy |
14,670
+1,698
| +13% | +$225K | 0.24% | 117 |
|
|
2021
Q1 | $1.66M | Buy |
12,972
+6,091
| +89% | +$781K | 0.27% | 97 |
|
|
2020
Q4 | $785K | Buy |
6,881
+469
| +7% | +$53.5K | 0.16% | 139 |
|
|
2020
Q3 | $608K | Sell |
6,412
-848
| -12% | -$80.4K | 0.3% | 72 |
|
|
2020
Q2 | $614K | Sell |
7,260
-1,300
| -15% | -$110K | 0.34% | 62 |
|
|
2020
Q1 | $590K | Buy |
8,560
+14
| +0.2% | +$965 | 0.38% | 64 |
|
|
2019
Q4 | $853K | Buy |
+8,546
| New | +$853K | 0.51% | 47 |
|