Bogart Wealth LLC’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 | $113K | Sell |
847
-22
| -3% | -$2.93K | ﹤0.01% | 318 |
|
|
2025
Q1 | $108K | Sell |
869
-15
| -2% | -$1.87K | 0.01% | 297 |
|
|
2024
Q4 | $120K | Hold |
884
| – | – | 0.01% | 288 |
|
|
2024
Q3 | $123K | Hold |
884
| – | – | 0.01% | 284 |
|
|
2024
Q2 | $114K | Buy |
884
+35
| +4% | +$4.5K | 0.01% | 284 |
|
|
2024
Q1 | $111K | Sell |
849
-90
| -10% | -$11.8K | 0.01% | 268 |
|
|
2023
Q4 | $118K | Hold |
939
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $103K | Hold |
939
| – | – | 0.01% | 248 |
|
|
2023
Q2 | $108K | Hold |
939
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $103K | Hold |
939
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $101K | Buy |
939
+310
| +49% | +$33.5K | 0.01% | 232 |
|
|
2022
Q3 | $64K | Hold |
629
| – | – | 0.01% | 270 |
|
|
2022
Q2 | $66K | Sell |
629
-28
| -4% | -$2.94K | 0.01% | 253 |
|
|
2022
Q1 | $82K | Hold |
657
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $91K | Buy |
657
+31
| +5% | +$4.29K | 0.01% | 209 |
|
|
2021
Q3 | $81K | Sell |
626
-8
| -1% | -$1.04K | 0.01% | 210 |
|
|
2021
Q2 | $84K | Sell |
634
-8
| -1% | -$1.06K | 0.01% | 199 |
|
|
2021
Q1 | $82K | Hold |
642
| – | – | 0.01% | 190 |
|
|
2020
Q4 | $73K | Hold |
642
| – | – | 0.01% | 178 |
|
|
2020
Q3 | $56K | Hold |
642
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $55K | Sell |
642
-150
| -19% | -$12.9K | 0.01% | 173 |
|
|
2020
Q1 | $55K | Sell |
792
-16
| -2% | -$1.11K | 0.02% | 159 |
|
|
2019
Q4 | $78K | Hold |
808
| – | – | 0.02% | 151 |
|
|
2019
Q3 | $72K | Hold |
808
| – | – | 0.04% | 137 |
|
|
2019
Q2 | $73K | Hold |
808
| – | – | 0.04% | 124 |
|
|
2019
Q1 | $72K | Buy |
808
+150
| +23% | +$13.4K | 0.03% | 121 |
|
|
2018
Q4 | $53K | Hold |
658
| – | – | 0.03% | 141 |
|
|
2018
Q3 | $66K | Hold |
658
| – | – | 0.04% | 124 |
|
|
2018
Q2 | $62K | Hold |
658
| – | – | 0.04% | 134 |
|
|
2018
Q1 | $58K | Buy |
658
+30
| +5% | +$2.64K | 0.03% | 135 |
|
|
2017
Q4 | $53K | Hold |
628
| – | – | 0.03% | 136 |
|
|
2017
Q3 | $52K | Buy |
+628
| New | +$52K | 0.04% | 127 |
|