BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $976K | Buy |
8,489
+1
| +0% | +$115 | 0.11% | 132 |
|
|
2023
Q1 | $933K | Sell |
8,488
-714
| -8% | -$78.5K | 0.11% | 131 |
|
|
2022
Q4 | $994K | Buy |
9,202
+4,961
| +117% | +$536K | 0.12% | 132 |
|
|
2022
Q3 | $431K | Buy |
4,241
+73
| +2% | +$7.42K | 0.06% | 181 |
|
|
2022
Q2 | $439K | Buy |
4,168
+46
| +1% | +$4.85K | 0.05% | 185 |
|
|
2022
Q1 | $516K | Buy |
4,122
+908
| +28% | +$114K | 0.06% | 178 |
|
|
2021
Q4 | $446K | Hold |
3,214
| – | – | 0.05% | 194 |
|
|
2021
Q3 | $418K | Sell |
3,214
-200
| -6% | -$26K | 0.05% | 197 |
|
|
2021
Q2 | $453K | Hold |
3,414
| – | – | 0.05% | 197 |
|
|
2021
Q1 | $438K | Hold |
3,414
| – | – | 0.05% | 195 |
|
|
2020
Q4 | $390K | Hold |
3,414
| – | – | 0.05% | 171 |
|
|
2020
Q3 | $301K | Sell |
3,414
-38
| -1% | -$3.35K | 0.05% | 176 |
|
|
2020
Q2 | $293K | Sell |
3,452
-1,922
| -36% | -$163K | 0.05% | 179 |
|
|
2020
Q1 | $370K | Buy |
5,374
+544
| +11% | +$37.5K | 0.07% | 140 |
|
|
2019
Q4 | $467K | Sell |
4,830
-208
| -4% | -$20.1K | 0.12% | 114 |
|
|
2019
Q3 | $449K | Sell |
5,038
-28
| -0.6% | -$2.5K | 0.12% | 121 |
|
|
2019
Q2 | $462K | Sell |
5,066
-146
| -3% | -$13.3K | 0.13% | 115 |
|
|
2019
Q1 | $465K | Sell |
5,212
-292
| -5% | -$26.1K | 0.14% | 113 |
|
|
2018
Q4 | $444K | Sell |
5,504
-1,408
| -20% | -$114K | 0.15% | 102 |
|
|
2018
Q3 | $697K | Sell |
6,912
-374
| -5% | -$37.7K | 0.23% | 84 |
|
|
2018
Q2 | $688K | Sell |
7,286
-490
| -6% | -$46.3K | 0.23% | 83 |
|
|
2018
Q1 | $676K | Buy |
7,776
+2,758
| +55% | +$240K | 0.25% | 76 |
|
|
2017
Q4 | $427K | Buy |
5,018
+4,708
| +1,519% | +$401K | 0.19% | 84 |
|
|
2017
Q3 | $25K | Sell |
310
-4,614
| -94% | -$372K | 0.01% | 247 |
|
|
2017
Q2 | $384K | Buy |
+4,924
| New | +$384K | 0.17% | 94 |
|