Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $336K | Sell |
2,613
-1,234
| -32% | -$159K | ﹤0.01% | 572 |
|
|
2024
Q1 | $503K | Sell |
3,847
-171
| -4% | -$22.4K | 0.01% | 457 |
|
|
2023
Q4 | $503K | Sell |
4,018
-1,210
| -23% | -$151K | 0.01% | 443 |
|
|
2023
Q3 | $573K | Sell |
5,228
-163
| -3% | -$17.9K | 0.01% | 392 |
|
|
2023
Q2 | $620K | Buy |
5,391
+333
| +7% | +$38.3K | 0.01% | 378 |
|
|
2023
Q1 | $547K | Hold |
5,058
| – | – | 0.01% | 361 |
|
|
2022
Q4 | $547K | Sell |
5,058
-245
| -5% | -$26.5K | 0.01% | 363 |
|
|
2022
Q3 | $539K | Sell |
5,303
-37
| -0.7% | -$3.76K | 0.01% | 350 |
|
|
2022
Q2 | $562K | Buy |
5,340
+734
| +16% | +$77.2K | 0.01% | 348 |
|
|
2022
Q1 | $576K | Sell |
4,606
-1,878
| -29% | -$235K | 0.01% | 340 |
|
|
2021
Q4 | $900K | Buy |
6,484
+1,234
| +24% | +$171K | 0.02% | 268 |
|
|
2021
Q3 | $683K | Sell |
5,250
-1,062
| -17% | -$138K | 0.01% | 303 |
|
|
2021
Q2 | $837K | Buy |
6,312
+2,222
| +54% | +$295K | 0.02% | 266 |
|
|
2021
Q1 | $524K | Sell |
4,090
-2,159
| -35% | -$277K | 0.03% | 319 |
|
|
2020
Q4 | $714K | Buy |
6,249
+3,043
| +95% | +$348K | 0.04% | 258 |
|
|
2020
Q3 | $283K | Buy |
+3,206
| New | +$283K | 0.02% | 378 |
|
|
2020
Q2 | – | Sell |
-3,792
| Closed | -$261K | – | 439 |
|
|
2020
Q1 | $261K | Buy |
3,792
+576
| +18% | +$39.6K | 0.03% | 370 |
|
|
2019
Q4 | $311K | Buy |
3,216
+44
| +1% | +$4.26K | 0.03% | 354 |
|
|
2019
Q3 | $283K | Buy |
3,172
+60
| +2% | +$5.35K | 0.03% | 333 |
|
|
2019
Q2 | $284K | Hold |
3,112
| – | – | 0.03% | 354 |
|
|
2019
Q1 | $278K | Sell |
3,112
-66
| -2% | -$5.9K | 0.04% | 328 |
|
|
2018
Q4 | $256K | Buy |
3,178
+418
| +15% | +$33.7K | 0.04% | 289 |
|
|
2018
Q3 | $278K | Sell |
2,760
-822
| -23% | -$82.8K | 0.04% | 282 |
|
|
2018
Q2 | $338K | Buy |
3,582
+22
| +0.6% | +$2.08K | 0.05% | 248 |
|
|
2018
Q1 | $310K | Sell |
3,560
-1,110
| -24% | -$96.7K | 0.06% | 236 |
|
|
2017
Q4 | $397K | Buy |
+4,670
| New | +$397K | 0.08% | 193 |
|