CFS Investment Advisory Services’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 | $263K | Sell |
1,976
-25
| -1% | -$3.33K | 0.02% | 287 |
|
|
2025
Q1 | $249K | Sell |
2,001
-2
| -0.1% | -$249 | 0.02% | 279 |
|
|
2024
Q4 | $271K | Sell |
2,003
-73
| -4% | -$9.88K | 0.02% | 266 |
|
|
2024
Q3 | $290K | Sell |
2,076
-23
| -1% | -$3.21K | 0.02% | 255 |
|
|
2024
Q2 | $270K | Buy |
+2,099
| New | +$270K | 0.02% | 231 |
|
|
2023
Q3 | – | Sell |
-5,358
| Closed | -$616K | – | 195 |
|
|
2023
Q2 | $616K | Buy |
+5,358
| New | +$616K | 0.08% | 147 |
|
|
2022
Q3 | – | Sell |
-10,467
| Closed | -$1.1M | – | 294 |
|
|
2022
Q2 | $1.1M | Sell |
10,467
-1,413,163
| -99% | -$149M | 0.17% | 121 |
|
|
2022
Q1 | $11K | Buy |
1,423,630
+1,411,743
| +11,876% | +$10.9K | 0.05% | 149 |
|
|
2021
Q4 | $1.48M | Sell |
11,887
-1,894
| -14% | -$236K | 0.2% | 107 |
|
|
2021
Q3 | $1.79M | Buy |
+13,781
| New | +$1.79M | 0.25% | 98 |
|
|
2020
Q4 | $1.92M | Buy |
+16,847
| New | +$1.92M | 0.31% | 84 |
|