Epstein & White Financial’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
2018
Q4
Sell
-3,536
Closed -$351K 90
2018
Q3
$351K Sell
3,536
-1,414
-29% -$140K 0.23% 49
2018
Q2
$471K Sell
4,950
-26,682
-84% -$2.54M 0.35% 49
2018
Q1
$2.74M Buy
31,632
+394
+1% +$34.2K 1.76% 11
2017
Q4
$2.77M Buy
+31,238
New +$2.77M 1.6% 15