Congress 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 | $568K | Sell |
4,269
-10
| -0.2% | -$1.33K | 0.01% | 879 |
|
|
2025
Q1 | $533K | Buy |
4,279
+70
| +2% | +$8.72K | 0.01% | 804 |
|
|
2024
Q4 | $570K | Buy |
4,209
+1,376
| +49% | +$186K | 0.01% | 610 |
|
|
2024
Q3 | $395K | Buy |
+2,833
| New | +$395K | 0.01% | 677 |
|
|
2023
Q1 | – | Sell |
-1,907
| Closed | -$206K | – | 564 |
|
|
2022
Q4 | $206K | Buy |
+1,907
| New | +$206K | 0.01% | 537 |
|