Cassaday & Co Wealth Management’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 | $13.9M | Buy |
104,671
+19,705
| +23% | +$2.62M | 0.35% | 25 |
|
2025
Q1 | $10.6M | Buy |
84,966
+21,747
| +34% | +$2.71M | 0.3% | 27 |
|
2024
Q4 | $8.56M | Buy |
63,219
+2,005
| +3% | +$271K | 0.23% | 27 |
|
2024
Q3 | $8.54M | Sell |
61,214
-334
| -0.5% | -$46.6K | 0.24% | 26 |
|
2024
Q2 | $7.9M | Sell |
61,548
-157
| -0.3% | -$20.2K | 0.25% | 27 |
|
2024
Q1 | $8.07M | Sell |
61,705
-581
| -0.9% | -$76K | 0.26% | 28 |
|
2023
Q4 | $7.79M | Buy |
62,286
+34,639
| +125% | +$4.33M | 0.27% | 27 |
|
2023
Q3 | $3.03M | Sell |
27,647
-825
| -3% | -$90.5K | 0.13% | 40 |
|
2023
Q2 | $3.27M | Sell |
28,472
-1,466
| -5% | -$168K | 0.13% | 38 |
|
2023
Q1 | $3.29M | Sell |
29,938
-57,481
| -66% | -$6.32M | 0.14% | 37 |
|
2022
Q4 | $9.45M | Buy |
+87,419
| New | +$9.45M | 0.44% | 26 |
|