BSWA
Bromfield Sneider Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $236K | Hold |
1,807
| – | – | 0.15% | 45 |
|
|
2023
Q4 | $226K | Hold |
1,807
| – | – | 0.15% | 44 |
|
|
2023
Q3 | $198K | Hold |
1,807
| – | – | 0.15% | 42 |
|
|
2023
Q2 | $208K | Hold |
1,807
| – | – | 0.16% | 40 |
|
|
2023
Q1 | $199K | Hold |
1,807
| – | – | 0.17% | 39 |
|
|
2022
Q4 | $195K | Hold |
1,807
| – | – | 0.18% | 36 |
|
|
2022
Q3 | $184K | Hold |
1,807
| – | – | 0.22% | 35 |
|
|
2022
Q2 | $190K | Hold |
1,807
| – | – | 0.23% | 32 |
|
|
2022
Q1 | $226K | Hold |
1,807
| – | – | 0.24% | 28 |
|
|
2021
Q4 | $251K | Buy |
+1,807
| New | +$251K | 0.26% | 25 |
|