CVA Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,282
| Closed | -$147K | – | 575 |
|
|
2023
Q2 | $147K | Hold |
1,282
| – | – | 0.03% | 260 |
|
|
2023
Q1 | $141K | Hold |
1,282
| – | – | 0.03% | 263 |
|
|
2022
Q4 | $139K | Hold |
1,282
| – | – | 0.03% | 250 |
|
|
2022
Q3 | $130K | Hold |
1,282
| – | – | 0.04% | 212 |
|
|
2022
Q2 | $135K | Hold |
1,282
| – | – | 0.04% | 201 |
|
|
2022
Q1 | $160K | Hold |
1,282
| – | – | 0.04% | 199 |
|
|
2021
Q4 | $178K | Buy |
1,282
+858
| +202% | +$119K | 0.04% | 175 |
|
|
2021
Q3 | $75K | Sell |
424
-858
| -67% | -$152K | 0.05% | 141 |
|
|
2021
Q2 | $170K | Hold |
1,282
| – | – | 0.05% | 172 |
|
|
2021
Q1 | $164K | Buy |
1,282
+434
| +51% | +$55.5K | 0.06% | 132 |
|
|
2020
Q4 | $97K | Hold |
848
| – | – | 0.06% | 136 |
|
|
2020
Q3 | $75K | Hold |
848
| – | – | 0.05% | 141 |
|
|
2020
Q2 | $72K | Hold |
848
| – | – | 0.06% | 134 |
|
|
2020
Q1 | $58K | Buy |
+848
| New | +$58K | 0.06% | 133 |
|