Carolinas Wealth Consulting’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 | – | Sell |
-1,229
| Closed | -$153K | – | 452 |
|
|
2025
Q1 | $153K | Buy |
1,229
+333
| +37% | +$41.5K | 0.03% | 200 |
|
|
2024
Q4 | $121K | Hold |
896
| – | – | 0.02% | 229 |
|
|
2024
Q3 | $125K | Hold |
896
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $115K | Hold |
896
| – | – | 0.02% | 237 |
|
|
2024
Q1 | $117K | Buy |
896
+708
| +377% | +$92.6K | 0.02% | 237 |
|
|
2023
Q4 | $23.5K | Hold |
188
| – | – | 0.01% | 428 |
|
|
2023
Q3 | $19.6K | Hold |
188
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $21.6K | Hold |
188
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $20.6K | Hold |
188
| – | – | ﹤0.01% | 491 |
|
|
2022
Q4 | $20.3K | Hold |
188
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $19K | Buy |
188
+1
| +0.5% | +$101 | ﹤0.01% | 447 |
|
|
2022
Q2 | $20K | Hold |
187
| – | – | 0.01% | 446 |
|
|
2022
Q1 | $23K | Hold |
187
| – | – | 0.01% | 453 |
|
|
2021
Q4 | $26K | Sell |
187
-1
| -0.5% | -$139 | 0.01% | 444 |
|
|
2021
Q3 | $24K | Sell |
188
-32
| -15% | -$4.09K | 0.01% | 442 |
|
|
2021
Q2 | $29K | Sell |
220
-7
| -3% | -$923 | 0.01% | 438 |
|
|
2021
Q1 | $29K | Hold |
227
| – | – | 0.01% | 451 |
|
|
2020
Q4 | $26K | Buy |
227
+1
| +0.4% | +$115 | 0.01% | 437 |
|
|
2020
Q3 | $20K | Hold |
226
| – | – | 0.01% | 392 |
|
|
2020
Q2 | $19K | Hold |
226
| – | – | 0.01% | 291 |
|
|
2020
Q1 | $15K | Buy |
+226
| New | +$15K | 0.01% | 150 |
|