Cypress Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,577
| Closed | -$283K | – | 256 |
|
|
2023
Q1 | $283K | Sell |
2,577
-3,546
| -58% | -$390K | 0.08% | 192 |
|
|
2022
Q4 | $662K | Sell |
6,123
-666
| -10% | -$72K | 0.21% | 94 |
|
|
2022
Q3 | $706K | Buy |
+6,789
| New | +$706K | 0.24% | 86 |
|
|
2022
Q2 | – | Sell |
-2,050
| Closed | -$256K | – | 242 |
|
|
2022
Q1 | $256K | Buy |
+2,050
| New | +$256K | 0.07% | 196 |
|