Baystate 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
2021
Q3
Sell
-279
Closed -$37K 866
2021
Q2
$37K Hold
279
﹤0.01% 308
2021
Q1
$36K Buy
279
+1
+0.4% +$129 ﹤0.01% 294
2020
Q4
$32K Hold
278
﹤0.01% 299
2020
Q3
$25K Buy
278
+2
+0.7% +$180 ﹤0.01% 295
2020
Q2
$24K Sell
276
-2
-0.7% -$174 ﹤0.01% 286
2020
Q1
$19K Buy
278
+2
+0.7% +$137 ﹤0.01% 289
2019
Q4
$27K Hold
276
﹤0.01% 287
2019
Q3
$25K Buy
276
+2
+0.7% +$181 ﹤0.01% 270
2019
Q2
$25K Hold
274
﹤0.01% 281
2019
Q1
$25K Sell
274
-16
-6% -$1.46K ﹤0.01% 288
2018
Q4
$26K Buy
290
+18
+7% +$1.61K ﹤0.01% 280
2018
Q3
$25K Hold
272
﹤0.01% 280
2018
Q2
$26K Hold
272
﹤0.01% 261
2018
Q1
$24K Hold
272
﹤0.01% 266
2017
Q4
$24K Hold
272
﹤0.01% 273
2017
Q3
$23K Hold
272
﹤0.01% 271
2017
Q2
$21K Hold
272
﹤0.01% 275
2017
Q1
$20K Hold
272
﹤0.01% 272
2016
Q4
$21K Buy
+272
New +$21K ﹤0.01% 223
2013
Q3
Sell
-22
Closed -$1K 119
2013
Q2
$1K Buy
+22
New +$1K ﹤0.01% 282