Bragg Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.11M | Hold |
8,308
| – | – | 0.04% | 209 |
|
2025
Q1 | $1.03M | Sell |
8,308
-36
| -0.4% | -$4.48K | 0.04% | 208 |
|
2024
Q4 | $1.13M | Sell |
8,344
-60
| -0.7% | -$8.12K | 0.05% | 200 |
|
2024
Q3 | $1.17M | Sell |
8,404
-270
| -3% | -$37.7K | 0.05% | 199 |
|
2024
Q2 | $1.11M | Buy |
8,674
+1
| +0% | +$128 | 0.05% | 197 |
|
2024
Q1 | $1.13M | Hold |
8,673
| – | – | 0.05% | 197 |
|
2023
Q4 | $1.09M | Hold |
8,673
| – | – | 0.05% | 197 |
|
2023
Q3 | $951K | Hold |
8,673
| – | – | 0.05% | 200 |
|
2023
Q2 | $997K | Buy |
8,673
+8
| +0.1% | +$919 | 0.05% | 198 |
|
2023
Q1 | $953K | Sell |
8,665
-45
| -0.5% | -$4.95K | 0.06% | 202 |
|
2022
Q4 | $941K | Sell |
8,710
-130
| -1% | -$14K | 0.06% | 200 |
|
2022
Q3 | $899K | Buy |
8,840
+3,420
| +63% | +$348K | 0.06% | 188 |
|
2022
Q2 | $571K | Buy |
5,420
+585
| +12% | +$61.6K | 0.04% | 214 |
|
2022
Q1 | $605K | Buy |
4,835
+1,000
| +26% | +$125K | 0.04% | 219 |
|
2021
Q4 | $499K | Hold |
3,835
| – | – | 0.03% | 222 |
|
2021
Q3 | $499K | Buy |
3,835
+45
| +1% | +$5.86K | 0.03% | 222 |
|
2021
Q2 | $503K | Hold |
3,790
| – | – | 0.03% | 221 |
|
2021
Q1 | $486K | Buy |
3,790
+200
| +6% | +$25.6K | 0.03% | 219 |
|
2020
Q4 | $410K | Hold |
3,590
| – | – | 0.04% | 214 |
|
2020
Q3 | $317K | Sell |
3,590
-92
| -2% | -$8.12K | 0.03% | 222 |
|
2020
Q2 | $313K | Buy |
3,682
+402
| +12% | +$34.2K | 0.03% | 221 |
|
2020
Q1 | $226K | Sell |
3,280
-44
| -1% | -$3.03K | 0.03% | 232 |
|
2019
Q4 | $321K | Hold |
3,324
| – | – | 0.04% | 227 |
|
2019
Q3 | $296K | Buy |
3,324
+296
| +10% | +$26.4K | 0.04% | 234 |
|
2019
Q2 | $276K | Buy |
3,028
+118
| +4% | +$10.8K | 0.03% | 242 |
|
2019
Q1 | $260K | Buy |
2,910
+150
| +5% | +$13.4K | 0.03% | 238 |
|
2018
Q4 | $223K | Buy |
2,760
+240
| +10% | +$19.4K | 0.03% | 241 |
|
2018
Q3 | $254K | Hold |
2,520
| – | – | 0.03% | 241 |
|
2018
Q2 | $238K | Hold |
2,520
| – | – | 0.03% | 242 |
|
2018
Q1 | $219K | Hold |
2,520
| – | – | 0.03% | 247 |
|
2017
Q4 | $214K | Hold |
2,520
| – | – | 0.03% | 254 |
|
2017
Q3 | $207K | Buy |
+2,520
| New | +$207K | 0.03% | 247 |
|