Arkadios Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.22M	Buy	36,094 +1,110	+3%	+$165K	0.09%	255
2025 Q4	$4.94M	Buy	34,984 +18,733	+115%	+$2.65M	0.1%	223
2025 Q3	$2.3M	Buy	16,251 +2,071	+15%	+$286K	0.06%	359
2025 Q2	$1.89M	Sell	14,180 -3,947	-22%	-$495K	0.06%	364
2025 Q1	$2.26M	Sell	18,127 -675	-4%	-$90.3K	0.09%	264
2024 Q4	$2.55M	Sell	18,802 -535	-3%	-$75.7K	0.14%	142
2024 Q3	$2.7M	Buy	19,337 +2,924	+18%	+$394K	0.15%	137
2024 Q2	$2.11M	Buy	16,413 +120	+0.7%	+$15.3K	0.14%	159
2024 Q1	$2.13M	Sell	16,293 -1,245	-7%	-$155K	0.17%	138
2023 Q4	$2.19M	Sell	17,538 -3,382	-16%	-$379K	0.19%	121
2023 Q3	$2.29M	Buy	20,920 +173	+0.8%	+$20K	0.22%	110
2023 Q2	$2.38M	Buy	20,747 +562	+3%	+$61.4K	0.28%	89
2023 Q1	$2.22M	Sell	20,185 -285	-1%	-$32.1K	0.26%	102
2022 Q4	$2.21M	Buy	20,470 +880	+4%	+$96.7K	0.29%	97
2022 Q3	$1.99M	Buy	19,590 +942	+5%	+$106K	0.3%	87
2022 Q2	$1.96M	Sell	18,648 -724	-4%	-$82.1K	0.29%	88
2022 Q1	$2.42M	Buy	19,372 +1,788	+10%	+$225K	0.32%	83
2021 Q4	$2.44M	Buy	17,584 +1,300	+8%	+$177K	0.33%	80
2021 Q3	$2.12M	Buy	16,284 +1,614	+11%	+$213K	0.31%	89
2021 Q2	$1.95M	Buy	14,670 +1,698	+13%	+$221K	0.24%	117
2021 Q1	$1.66M	Buy	12,972 +6,091	+89%	+$774K	0.27%	97
2020 Q4	$785K	Buy	6,881 +469	+7%	+$47.8K	0.16%	139
2020 Q3	$608K	Sell	6,412 -848	-12%	-$75.8K	0.3%	72
2020 Q2	$614K	Sell	7,260 -1,300	-15%	-$101K	0.34%	62
2020 Q1	$590K	Buy	8,560 +14	+0.2%	+$1.24K	0.38%	64
2019 Q4	$853K	Buy	+8,546	New	+$789K	0.51%	47