BKM 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
2025
Q2
$3.02M Sell
22,702
-66
-0.3% -$8.78K 1.18% 20
2025
Q1
$2.83M Sell
22,768
-338
-1% -$42.1K 1.17% 20
2024
Q4
$3.13M Sell
23,106
-237
-1% -$32.1K 1.28% 18
2024
Q3
$3.26M Sell
23,343
-166
-0.7% -$23.2K 1.32% 17
2024
Q2
$3.02M Buy
23,509
+651
+3% +$83.6K 1.45% 15
2024
Q1
$2.99M Buy
22,858
+48
+0.2% +$6.28K 1.29% 16
2023
Q4
$2.85M Buy
+22,810
New +$2.85M 1.22% 16