Disciplined Investments’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 |
-111
| Closed | -$12.8K | – | 791 |
|
|
2023
Q2 | $12.8K | Sell |
111
-1,102
| -91% | -$127K | 0.01% | 310 |
|
|
2023
Q1 | $133K | Hold |
1,213
| – | – | 0.06% | 146 |
|
|
2022
Q4 | $131K | Hold |
1,213
| – | – | 0.06% | 128 |
|
|
2022
Q3 | $123K | Buy |
1,213
+15
| +1% | +$1.52K | 0.06% | 144 |
|
|
2022
Q2 | $126K | Hold |
1,198
| – | – | 0.06% | 146 |
|
|
2022
Q1 | $150K | Hold |
1,198
| – | – | 0.06% | 137 |
|
|
2021
Q4 | $166K | Buy |
1,198
+22
| +2% | +$3.05K | 0.07% | 118 |
|
|
2021
Q3 | $153K | Hold |
1,176
| – | – | 0.07% | 118 |
|
|
2021
Q2 | $156K | Hold |
1,176
| – | – | 0.08% | 121 |
|
|
2021
Q1 | $151K | Hold |
1,176
| – | – | 0.09% | 112 |
|
|
2020
Q4 | $134K | Hold |
1,176
| – | – | 0.09% | 96 |
|
|
2020
Q3 | $104K | Hold |
1,176
| – | – | 0.08% | 118 |
|
|
2020
Q2 | $100K | Sell |
1,176
-3,438
| -75% | -$292K | 0.08% | 120 |
|
|
2020
Q1 | $318K | Buy |
4,614
+42
| +0.9% | +$2.9K | 0.3% | 68 |
|
|
2019
Q4 | $442K | Buy |
+4,572
| New | +$442K | 0.37% | 60 |
|