Caldwell Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4K | Hold |
514
|
|
||||
|
2025
Q1 | $64K | Hold |
514
|
|
||||
|
2024
Q4 | $69.6K | Hold |
514
|
|
||||
|
2024
Q3 | $71.7K | Hold |
514
|
|
||||
|
2024
Q2 | $66K | Hold |
514
|
|
||||
|
2024
Q1 | $67.2K | Hold |
514
|
|
||||
|
2023
Q4 | $64.3K | Hold |
514
|
|
||||
|
2023
Q3 | $56.4K | Hold |
514
|
|
||||
|
2023
Q2 | $59.1K | Buy |
514
+234
|
|
||||
|
2023
Q1 | $30.8K | Hold |
280
|
|
||||
|
2022
Q4 | $30.3K | Hold |
280
|
|
||||
|
2022
Q3 | $28.5K | Hold |
280
|
|
||||
|
2022
Q2 | $29.5K | Hold |
280
|
|
||||
|
2022
Q1 | $35K | Hold |
280
|
|
||||
|
2021
Q4 | $38.9K | Hold |
280
|
|
||||
|
2021
Q3 | $36.4K | Hold |
280
|
|
||||
|
2021
Q2 | $37.1K | Hold |
280
|
|
||||
|
2021
Q1 | $35.9K | Hold |
280
|
|
||||
|
2020
Q4 | $32K | Hold |
280
|
|
||||
|
2020
Q3 | $24.7K | Hold |
280
|
|
||||
|
2020
Q2 | $23.8K | Hold |
280
|
|
||||
|
2020
Q1 | $19.3K | Hold |
280
|
|
||||
|
2019
Q4 | $27.1K | Buy |
+280
|
|