Cahill 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 | $242K | Sell |
1,820
-76
| -4% | -$10.1K | 0.03% | 252 |
|
|
2025
Q1 | $236K | Buy |
1,896
+2
| +0.1% | +$249 | 0.03% | 238 |
|
|
2024
Q4 | $256K | Buy |
1,894
+1
| +0.1% | +$135 | 0.03% | 234 |
|
|
2024
Q3 | $264K | Buy |
1,893
+3
| +0.2% | +$418 | 0.04% | 226 |
|
|
2024
Q2 | $243K | Buy |
1,890
+2
| +0.1% | +$257 | 0.03% | 239 |
|
|
2024
Q1 | $247K | Buy |
1,888
+1
| +0.1% | +$131 | 0.03% | 238 |
|
|
2023
Q4 | $236K | Buy |
1,887
+4
| +0.2% | +$501 | 0.03% | 222 |
|
|
2023
Q3 | $207K | Hold |
1,883
| – | – | 0.03% | 233 |
|
|
2023
Q2 | $216K | Buy |
1,883
+2
| +0.1% | +$230 | 0.04% | 227 |
|
|
2023
Q1 | $207K | Buy |
+1,881
| New | +$207K | 0.04% | 230 |
|
|
2022
Q2 | – | Sell |
-1,797
| Closed | -$225K | – | 215 |
|
|
2022
Q1 | $225K | Sell |
1,797
-201
| -10% | -$25.2K | 0.04% | 211 |
|
|
2021
Q4 | $277K | Buy |
1,998
+3
| +0.2% | +$416 | 0.05% | 198 |
|
|
2021
Q3 | $259K | Buy |
1,995
+5
| +0.3% | +$649 | 0.05% | 198 |
|
|
2021
Q2 | $264K | Buy |
1,990
+1
| +0.1% | +$133 | 0.06% | 184 |
|
|
2021
Q1 | $255K | Buy |
1,989
+3
| +0.2% | +$385 | 0.06% | 182 |
|
|
2020
Q4 | $227K | Buy |
+1,986
| New | +$227K | 0.06% | 183 |
|
|
2020
Q1 | – | Sell |
-4,622
| Closed | -$447K | – | 157 |
|
|
2019
Q4 | $447K | Sell |
4,622
-1,610
| -26% | -$156K | 0.16% | 114 |
|
|
2019
Q3 | $556K | Sell |
6,232
-2,270
| -27% | -$203K | 0.22% | 100 |
|
|
2019
Q2 | $776K | Sell |
8,502
-1,732
| -17% | -$158K | 0.31% | 84 |
|
|
2019
Q1 | $914K | Sell |
10,234
-214
| -2% | -$19.1K | 0.38% | 70 |
|
|
2018
Q4 | $843K | Buy |
10,448
+362
| +4% | +$29.2K | 0.42% | 63 |
|
|
2018
Q3 | $1.02M | Sell |
10,086
-176
| -2% | -$17.8K | 0.45% | 60 |
|
|
2018
Q2 | $970K | Sell |
10,262
-26
| -0.3% | -$2.46K | 0.45% | 60 |
|
|
2018
Q1 | $895K | Sell |
10,288
-46
| -0.4% | -$4K | 0.43% | 60 |
|
|
2017
Q4 | $880K | Buy |
10,334
+464
| +5% | +$39.5K | 0.44% | 60 |
|
|
2017
Q3 | $812K | Buy |
9,870
+1,030
| +12% | +$84.7K | 0.43% | 62 |
|
|
2017
Q2 | $690K | Sell |
8,840
-244
| -3% | -$19K | 0.38% | 65 |
|
|
2017
Q1 | $696K | Buy |
9,084
+28
| +0.3% | +$2.15K | 0.4% | 64 |
|
|
2016
Q4 | $680K | Buy |
9,056
+70
| +0.8% | +$5.26K | 0.41% | 62 |
|
|
2016
Q3 | $617K | Buy |
8,986
+32
| +0.4% | +$2.2K | 0.4% | 63 |
|
|
2016
Q2 | $575K | Buy |
8,954
+158
| +2% | +$10.1K | 0.4% | 61 |
|
|
2016
Q1 | $547K | Buy |
8,796
+264
| +3% | +$16.4K | 0.41% | 64 |
|
|
2015
Q4 | $531K | Sell |
8,532
-38
| -0.4% | -$2.37K | 0.43% | 62 |
|
|
2015
Q3 | $515K | Sell |
8,570
-88
| -1% | -$5.29K | 0.42% | 65 |
|
|
2015
Q2 | $568K | Buy |
8,658
+134
| +2% | +$8.79K | 0.43% | 62 |
|
|
2015
Q1 | $555K | Sell |
8,524
-376
| -4% | -$24.5K | 0.42% | 62 |
|
|
2014
Q4 | $545K | Buy |
8,900
+1,158
| +15% | +$70.9K | 0.42% | 62 |
|
|
2014
Q3 | $436K | Buy |
7,742
+98
| +1% | +$5.52K | 0.35% | 69 |
|
|
2014
Q2 | $462K | Sell |
7,644
-142
| -2% | -$8.58K | 0.36% | 66 |
|
|
2014
Q1 | $464K | Buy |
7,786
+1,620
| +26% | +$96.5K | 0.4% | 58 |
|
|
2013
Q4 | $366K | Buy |
+6,166
| New | +$366K | 0.32% | 72 |
|