DWMS
Dominguez Wealth Management Solutions’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 | $1.7M | Buy |
12,746
+1,004
| +9% | +$134K | 1.18% | 20 |
|
|
2025
Q1 | $1.46M | Buy |
11,742
+568
| +5% | +$70.7K | 1.07% | 21 |
|
|
2024
Q4 | $1.51M | Buy |
11,174
+129
| +1% | +$17.5K | 1.1% | 20 |
|
|
2024
Q3 | $1.54M | Sell |
11,045
-638
| -5% | -$89K | 1.12% | 19 |
|
|
2024
Q2 | $1.5M | Buy |
11,683
+894
| +8% | +$115K | 1.13% | 20 |
|
|
2024
Q1 | $1.41M | Buy |
10,789
+305
| +3% | +$39.9K | 1.11% | 20 |
|
|
2023
Q4 | $1.31M | Buy |
10,484
+24
| +0.2% | +$3K | 1.09% | 20 |
|
|
2023
Q3 | $1.15M | Buy |
10,460
+24
| +0.2% | +$2.63K | 1.06% | 22 |
|
|
2023
Q2 | $1.2M | Buy |
10,436
+314
| +3% | +$36.1K | 1.05% | 22 |
|
|
2023
Q1 | $1.11M | Buy |
10,122
+319
| +3% | +$35.1K | 1.02% | 22 |
|
|
2022
Q4 | $1.06M | Buy |
+9,803
| New | +$1.06M | 1.05% | 22 |
|