Broadview Financial 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 | $2.79M | Buy |
20,951
+343
| +2% | +$45.6K | 1.89% | 14 |
|
|
2025
Q1 | $2.57M | Sell |
20,608
-49
| -0.2% | -$6.1K | 1.91% | 15 |
|
|
2024
Q4 | $2.8M | Sell |
20,657
-420
| -2% | -$56.9K | 2% | 14 |
|
|
2024
Q3 | $2.94M | Sell |
21,077
-10
| -0% | -$1.4K | 1.99% | 14 |
|
|
2024
Q2 | $2.71M | Sell |
21,087
-260
| -1% | -$33.4K | 1.97% | 14 |
|
|
2024
Q1 | $2.79M | Sell |
21,347
-238
| -1% | -$31.1K | 2.03% | 14 |
|
|
2023
Q4 | $2.7M | Buy |
21,585
+1,724
| +9% | +$216K | 2.08% | 15 |
|
|
2023
Q3 | $2.18M | Sell |
19,861
-130
| -0.7% | -$14.3K | 2.01% | 15 |
|
|
2023
Q2 | $2.3M | Sell |
19,991
-509
| -2% | -$58.5K | 1.96% | 15 |
|
|
2023
Q1 | $2.25M | Buy |
20,500
+415
| +2% | +$45.6K | 1.97% | 15 |
|
|
2022
Q4 | $2.17M | Sell |
20,085
-827
| -4% | -$89.4K | 1.95% | 14 |
|
|
2022
Q3 | $2.13M | Buy |
20,912
+106
| +0.5% | +$10.8K | 2.13% | 14 |
|
|
2022
Q2 | $2.19M | Buy |
20,806
+322
| +2% | +$33.9K | 2.04% | 14 |
|
|
2022
Q1 | $2.56M | Sell |
20,484
-148
| -0.7% | -$18.5K | 1.9% | 15 |
|
|
2021
Q4 | $2.86M | Buy |
20,632
+26
| +0.1% | +$3.61K | 2.04% | 14 |
|
|
2021
Q3 | $2.68M | Sell |
20,606
-370
| -2% | -$48.1K | 2.07% | 14 |
|
|
2021
Q2 | $2.78M | Sell |
20,976
-244
| -1% | -$32.4K | 2.1% | 14 |
|
|
2021
Q1 | $2.72M | Sell |
21,220
-2,902
| -12% | -$372K | 2.11% | 14 |
|
|
2020
Q4 | $2.75M | Sell |
24,122
-3,236
| -12% | -$369K | 2.11% | 15 |
|
|
2020
Q3 | $2.41M | Sell |
27,358
-3,882
| -12% | -$342K | 2.03% | 15 |
|
|
2020
Q2 | $2.65M | Sell |
31,240
-4,412
| -12% | -$375K | 2.12% | 14 |
|
|
2020
Q1 | $2.46M | Buy |
35,652
+1,698
| +5% | +$117K | 2.2% | 15 |
|
|
2019
Q4 | $3.28M | Buy |
33,954
+16
| +0% | +$1.55K | 2.28% | 13 |
|
|
2019
Q3 | $3.03M | Sell |
33,938
-14
| -0% | -$1.25K | 2.25% | 14 |
|
|
2019
Q2 | $3.1M | Sell |
33,952
-258
| -0.8% | -$23.5K | 2.33% | 13 |
|
|
2019
Q1 | $3.05M | Buy |
34,210
+136
| +0.4% | +$12.1K | 2.38% | 13 |
|
|
2018
Q4 | $2.75M | Buy |
34,074
+2,142
| +7% | +$173K | 2.44% | 13 |
|
|
2018
Q3 | $3.22M | Sell |
31,932
-1,376
| -4% | -$139K | 2.89% | 10 |
|
|
2018
Q2 | $3.15M | Sell |
33,308
-1,260
| -4% | -$119K | 3.07% | 10 |
|
|
2018
Q1 | $3.01M | Sell |
34,568
-124
| -0.4% | -$10.8K | 2.97% | 10 |
|
|
2017
Q4 | $2.95M | Buy |
+34,692
| New | +$2.95M | 2.86% | 10 |
|