EPG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2K | Hold |
122
| – | – | ﹤0.01% | 256 |
|
|
2025
Q1 | $15.2K | Hold |
122
| – | – | ﹤0.01% | 340 |
|
|
2024
Q4 | $16.5K | Sell |
122
-102
| -46% | -$13.8K | ﹤0.01% | 351 |
|
|
2024
Q3 | $31.3K | Buy |
+224
| New | +$31.3K | 0.01% | 328 |
|
|
2024
Q2 | – | Sell |
-224
| Closed | -$29.3K | – | 351 |
|
|
2024
Q1 | $29.3K | Hold |
224
| – | – | 0.01% | 346 |
|
|
2023
Q4 | $27.5K | Hold |
224
| – | – | 0.01% | 334 |
|
|
2023
Q3 | $24.6K | Buy |
224
+30
| +15% | +$3.29K | 0.01% | 331 |
|
|
2023
Q2 | $22.3K | Hold |
194
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $21.3K | Hold |
194
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $21K | Hold |
194
| – | – | 0.01% | 306 |
|
|
2022
Q3 | $20K | Buy |
+194
| New | +$20K | 0.01% | 309 |
|
|
2022
Q2 | – | Sell |
-194
| Closed | -$24K | – | 301 |
|
|
2022
Q1 | $24K | Hold |
194
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $27K | Hold |
194
| – | – | 0.01% | 324 |
|
|
2021
Q3 | $25K | Buy |
+194
| New | +$25K | 0.01% | 304 |
|
|
2020
Q2 | – | Sell |
-180
| Closed | -$12K | – | 438 |
|
|
2020
Q1 | $12K | Sell |
180
-400
| -69% | -$26.7K | 0.01% | 463 |
|
|
2019
Q4 | $56K | Buy |
+580
| New | +$56K | 0.04% | 224 |
|