Dougherty Wealth Advisers’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$38K Sell
2024
Q4
$337K Buy
2020
Q2
Sell
2020
Q1
$230K Hold
2019
Q4
$322K Hold
2019
Q3
$297K Hold
2019
Q2
$304K Hold
2019
Q1
$297K Hold
2018
Q4
$294K Buy