Belpointe Asset 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 | $9.47M | Buy |
+71,204
| New | +$9.47M | 0.39% | 47 |
|
2023
Q2 | – | Sell |
-1,528
| Closed | -$168K | – | 1887 |
|
2023
Q1 | $168K | Buy |
1,528
+22
| +1% | +$2.42K | 0.01% | 1020 |
|
2022
Q4 | $163K | Sell |
1,506
-200
| -12% | -$21.6K | 0.01% | 982 |
|
2022
Q3 | $173K | Buy |
1,706
+16
| +0.9% | +$1.62K | 0.01% | 897 |
|
2022
Q2 | $178K | Buy |
1,690
+2
| +0.1% | +$211 | 0.01% | 870 |
|
2022
Q1 | $211K | Buy |
1,688
+194
| +13% | +$24.3K | 0.01% | 879 |
|
2021
Q4 | $207K | Sell |
1,494
-10,496
| -88% | -$1.45M | 0.01% | 876 |
|
2021
Q3 | $1.56M | Buy |
11,990
+9,843
| +458% | +$1.28M | 0.11% | 198 |
|
2021
Q2 | $285K | Sell |
2,147
-2,296
| -52% | -$305K | 0.02% | 690 |
|
2021
Q1 | $570K | Buy |
4,443
+1,353
| +44% | +$174K | 0.05% | 394 |
|
2020
Q4 | $353K | Buy |
3,090
+1,524
| +97% | +$174K | 0.03% | 507 |
|
2020
Q3 | $138K | Sell |
1,566
-474
| -23% | -$41.8K | 0.02% | 669 |
|
2020
Q2 | $173K | Buy |
2,040
+400
| +24% | +$33.9K | 0.02% | 565 |
|
2020
Q1 | $113K | Sell |
1,640
-16
| -1% | -$1.1K | 0.02% | 579 |
|
2019
Q4 | $160K | Sell |
1,656
-392
| -19% | -$37.9K | 0.02% | 613 |
|
2019
Q3 | $183K | Sell |
2,048
-650
| -24% | -$58.1K | 0.03% | 489 |
|
2019
Q2 | $246K | Buy |
+2,698
| New | +$246K | 0.05% | 367 |
|
2019
Q1 | – | Sell |
-9,678
| Closed | -$781K | – | 494 |
|
2018
Q4 | $781K | Buy |
9,678
+426
| +5% | +$34.4K | 0.2% | 109 |
|
2018
Q3 | $933K | Buy |
+9,252
| New | +$933K | 0.15% | 139 |
|