DWA
Dougherty Wealth Advisers’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 | – | Sell |
-305
| Closed | -$38K | – | 111 |
|
|
2025
Q1 | $38K | Sell |
305
-2,184
| -88% | -$272K | 0.03% | 88 |
|
|
2024
Q4 | $337K | Buy |
+2,489
| New | +$337K | 0.26% | 29 |
|
|
2020
Q2 | – | Sell |
-1,665
| Closed | -$230K | – | 164 |
|
|
2020
Q1 | $230K | Hold |
1,665
| – | – | 0.92% | 27 |
|
|
2019
Q4 | $322K | Hold |
1,665
| – | – | 0.98% | 24 |
|
|
2019
Q3 | $297K | Hold |
1,665
| – | – | 0.98% | 24 |
|
|
2019
Q2 | $304K | Hold |
1,665
| – | – | 0.86% | 28 |
|
|
2019
Q1 | $297K | Hold |
1,665
| – | – | 1.01% | 24 |
|
|
2018
Q4 | $294K | Buy |
+1,665
| New | +$294K | 0.97% | 26 |
|