Bison Wealth’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
Q4
Sell
-980
Closed -$127K 389
2021
Q3
$127K Sell
980
-756
-44% -$98K 0.06% 259
2021
Q2
$230K Hold
1,736
0.1% 219
2021
Q1
$223K Hold
1,736
0.1% 224
2020
Q4
$198K Hold
1,736
0.09% 221
2020
Q3
$153K Hold
1,736
0.09% 197
2020
Q2
$147K Sell
1,736
-576
-25% -$48.8K 0.09% 201
2020
Q1
$159K Buy
2,312
+110
+5% +$7.57K 0.12% 182
2019
Q4
$213K Buy
+2,202
New +$213K 0.1% 220