B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,102
| Closed | -$203K | – | 539 |
|
|
2019
Q4 | $203K | Buy |
+2,102
| New | +$203K | 0.03% | 362 |
|
|
2019
Q1 | – | Sell |
-2,628
| Closed | -$212K | – | 409 |
|
|
2018
Q4 | $212K | Sell |
2,628
-6,616
| -72% | -$534K | 0.04% | 299 |
|
|
2018
Q3 | $932K | Buy |
+9,244
| New | +$932K | 0.23% | 99 |
|
|
2015
Q3 | – | Sell |
-2,220
| Closed | -$145K | – | 440 |
|
|
2015
Q2 | $145K | Buy |
2,220
+1,566
| +239% | +$102K | 0.12% | 222 |
|
|
2015
Q1 | $42K | Sell |
654
-266
| -29% | -$17.1K | 0.03% | 436 |
|
|
2014
Q4 | $56K | Hold |
920
| – | – | 0.05% | 376 |
|
|
2014
Q3 | $51K | Hold |
920
| – | – | 0.04% | 406 |
|
|
2014
Q2 | $55K | Sell |
920
-4,486
| -83% | -$268K | 0.04% | 448 |
|
|
2014
Q1 | $322K | Buy |
+5,406
| New | +$322K | 0.24% | 110 |
|