CWM
Connecticut Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Hold |
17,286
| – | – | 0.11% | 86 |
|
|
2025
Q1 | $2.15M | Hold |
17,286
| – | – | 0.11% | 87 |
|
|
2024
Q4 | $2.34M | Sell |
17,286
-347
| -2% | -$47K | 0.12% | 70 |
|
|
2024
Q3 | $2.46M | Hold |
17,633
| – | – | 0.12% | 88 |
|
|
2024
Q2 | $2.26M | Hold |
17,633
| – | – | 0.12% | 90 |
|
|
2024
Q1 | $2.31M | Sell |
17,633
-48
| -0.3% | -$6.28K | 0.12% | 88 |
|
|
2023
Q4 | $2.21M | Sell |
17,681
-13,475
| -43% | -$1.69M | 0.13% | 85 |
|
|
2023
Q3 | $3.42M | Sell |
31,156
-22
| -0.1% | -$2.41K | 0.23% | 57 |
|
|
2023
Q2 | $3.58M | Sell |
31,178
-11,521
| -27% | -$1.32M | 0.25% | 53 |
|
|
2023
Q1 | $4.69M | Sell |
42,699
-410
| -1% | -$45.1K | 0.35% | 50 |
|
|
2022
Q4 | $4.66M | Sell |
43,109
-142
| -0.3% | -$15.3K | 0.4% | 42 |
|
|
2022
Q3 | $4.4M | Sell |
43,251
-140
| -0.3% | -$14.2K | 0.41% | 39 |
|
|
2022
Q2 | $4.57M | Buy |
43,391
+311
| +0.7% | +$32.8K | 0.4% | 38 |
|
|
2022
Q1 | $5.39M | Sell |
43,080
-230
| -0.5% | -$28.8K | 0.41% | 38 |
|
|
2021
Q4 | $6.01M | Sell |
43,310
-422
| -1% | -$58.6K | 0.47% | 37 |
|
|
2021
Q3 | $5.69M | Buy |
43,732
+1
| +0% | +$130 | 0.5% | 35 |
|
|
2021
Q2 | $5.8M | Buy |
+43,731
| New | +$5.8M | 0.51% | 34 |
|
|
2021
Q1 | – | Sell |
-47,539
| Closed | -$5.34M | – | 190 |
|
|
2020
Q4 | $5.34M | Buy |
47,539
+25,002
| +111% | +$2.81M | 0.57% | 29 |
|
|
2020
Q3 | $3.98M | Sell |
22,537
-1,429
| -6% | -$252K | 0.44% | 39 |
|
|
2020
Q2 | $4M | Buy |
23,966
+223
| +0.9% | +$37.3K | 0.5% | 30 |
|
|
2020
Q1 | $3.27M | Sell |
23,743
-987
| -4% | -$136K | 0.49% | 38 |
|
|
2019
Q4 | $4.78M | Sell |
24,730
-64
| -0.3% | -$12.4K | 0.53% | 35 |
|
|
2019
Q3 | $4.42M | Buy |
24,794
+300
| +1% | +$53.5K | 0.55% | 34 |
|
|
2019
Q2 | $4.47M | Buy |
+24,494
| New | +$4.47M | 0.55% | 34 |
|