Avior 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
$277K Buy
2,084
+200
+11% +$26.6K 0.01% 590
2025
Q1
$235K Buy
1,884
+1
+0.1% +$125 0.01% 616
2024
Q4
$255K Hold
1,883
0.01% 635
2024
Q3
$263K Sell
1,883
-22
-1% -$3.07K 0.01% 627
2024
Q2
$245K Buy
1,905
+126
+7% +$16.2K 0.01% 622
2024
Q1
$233K Sell
1,779
-98
-5% -$12.8K 0.01% 666
2023
Q4
$235K Sell
1,877
-299
-14% -$37.4K 0.01% 492
2023
Q3
$239K Hold
2,176
0.02% 489
2023
Q2
$250K Buy
2,176
+96
+5% +$11K 0.02% 482
2023
Q1
$229K Sell
2,080
-10
-0.5% -$1.1K 0.02% 505
2022
Q4
$226K Sell
2,090
-420
-17% -$45.4K 0.02% 449
2022
Q3
$255K Buy
2,510
+65
+3% +$6.6K 0.02% 415
2022
Q2
$257K Sell
2,445
-317
-11% -$33.3K 0.03% 379
2022
Q1
$345K Sell
2,762
-936
-25% -$117K 0.03% 360
2021
Q4
$513K Sell
3,698
-449
-11% -$62.3K 0.04% 325
2021
Q3
$539K Sell
4,147
-27
-0.6% -$3.51K 0.04% 301
2021
Q2
$553K Sell
4,174
-301
-7% -$39.9K 0.06% 284
2021
Q1
$573K Sell
4,475
-1,460
-25% -$187K 0.06% 270
2020
Q4
$677K Sell
5,935
-1,121
-16% -$128K 0.08% 202
2020
Q3
$622K Sell
7,056
-116
-2% -$10.2K 0.09% 195
2020
Q2
$608K Buy
7,172
+108
+2% +$9.16K 0.1% 193
2020
Q1
$487K Sell
7,064
-4,618
-40% -$318K 0.1% 201
2019
Q4
$1.13M Buy
11,682
+1,368
+13% +$132K 0.18% 126
2019
Q3
$920K Sell
10,314
-3,124
-23% -$279K 0.16% 128
2019
Q2
$1.23M Buy
13,438
+7,044
+110% +$643K 0.22% 104
2019
Q1
$570K Buy
6,394
+120
+2% +$10.7K 0.12% 177
2018
Q4
$506K Buy
6,274
+30
+0.5% +$2.42K 0.12% 166
2018
Q3
$630K Buy
6,244
+70
+1% +$7.06K 0.13% 149
2018
Q2
$583K Buy
6,174
+112
+2% +$10.6K 0.13% 149
2018
Q1
$527K Buy
6,062
+1,232
+26% +$107K 0.12% 161
2017
Q4
$411K Buy
4,830
+1,032
+27% +$87.8K 0.09% 197
2017
Q3
$312K Buy
3,798
+246
+7% +$20.2K 0.1% 120
2017
Q2
$277K Sell
3,552
-102
-3% -$7.95K 0.11% 104
2017
Q1
$280K Sell
3,654
-54
-1% -$4.14K 0.09% 131
2016
Q4
$278K Buy
3,708
+214
+6% +$16K 0.1% 125
2016
Q3
$240K Buy
3,494
+214
+7% +$14.7K 0.09% 130
2016
Q2
$211K Sell
3,280
-482
-13% -$31K 0.09% 126
2016
Q1
$234K Buy
3,762
+44
+1% +$2.74K 0.1% 119
2015
Q4
$231K Buy
3,718
+2
+0.1% +$124 0.13% 110
2015
Q3
$223K Sell
3,716
-100
-3% -$6K 0.13% 106
2015
Q2
$250K Buy
3,816
+448
+13% +$29.4K 0.2% 58
2015
Q1
$219K Sell
3,368
-344
-9% -$22.4K 0.17% 60
2014
Q4
$227K Sell
3,712
-574
-13% -$35.1K 0.18% 60
2014
Q3
$241K Sell
4,286
-806
-16% -$45.3K 0.2% 54
2014
Q2
$307K Sell
5,092
-682
-12% -$41.1K 0.26% 50
2014
Q1
$343K Sell
5,774
-834
-13% -$49.5K 0.29% 46
2013
Q4
$392K Buy
+6,608
New +$392K 0.37% 46