Avantax Advisory Services’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
2025 Q2	$24.3M	Buy	182,966 +9,089	+5%	+$1.14M	0.13%	118
2025 Q1	$21.6M	Buy	173,877 +4,758	+3%	+$636K	0.13%	125
2024 Q4	$22.9M	Buy	169,119 +6,453	+4%	+$913K	0.14%	106
2024 Q3	$22.7M	Buy	162,666 +11,900	+8%	+$1.6M	0.15%	104
2024 Q2	$19.4M	Buy	150,766 +21,849	+17%	+$2.79M	0.14%	115
2024 Q1	$16.9M	Buy	128,917 +25,360	+24%	+$3.16M	0.15%	109
2023 Q4	$13M	Buy	103,557 +3,807	+4%	+$427K	0.13%	125
2023 Q3	$10.9M	Buy	99,750 +10,474	+12%	+$1.21M	0.12%	131
2023 Q2	$10.3M	Buy	89,276 +14,356	+19%	+$1.57M	0.12%	144
2023 Q1	$8.24M	Buy	74,920 +27,672	+59%	+$3.12M	0.1%	160
2022 Q4	$5.11M	Buy	47,248 +2,345	+5%	+$258K	0.07%	222
2022 Q3	$4.57M	Buy	44,903 +1,719	+4%	+$193K	0.07%	217
2022 Q2	$4.55M	Buy	43,184 +1,359	+3%	+$154K	0.07%	215
2022 Q1	$5.24M	Buy	41,825 +4,994	+14%	+$630K	0.07%	200
2021 Q4	$5.11M	Buy	36,831 +2,930	+9%	+$399K	0.08%	196
2021 Q3	$4.4M	Buy	33,901 +4,891	+17%	+$645K	0.07%	195
2021 Q2	$3.84M	Buy	29,010 +4,590	+19%	+$597K	0.07%	207
2021 Q1	$3.13M	Buy	24,420 +1,137	+5%	+$144K	0.07%	216
2020 Q4	$2.65M	Sell	23,283 -48,877	-68%	-$4.98M	0.06%	212
2020 Q3	$6.37M	Buy	72,160 +44,260	+159%	+$3.96M	0.1%	171
2020 Q2	$2.37M	Sell	27,900 -1,600	-5%	-$125K	0.07%	196
2020 Q1	$2.03M	Sell	29,500 -1,932	-6%	-$171K	0.06%	192
2019 Q4	$3.04M	Buy	31,432 +15,532	+98%	+$1.43M	0.07%	157
2019 Q3	$1.41M	Buy	15,900 +3,706	+30%	+$335K	0.06%	166
2019 Q2	$1.11M	Buy	12,194 +2,054	+20%	+$185K	0.05%	178
2019 Q1	$905K	Buy	10,140 +3,222	+47%	+$285K	0.05%	186
2018 Q4	$560K	Buy	+6,918	New	+$616K	0.09%	207