ERTS Wealth Advisors’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 | $855K | Sell |
6,427
-1,024
| -14% | -$136K | 0.29% | 21 |
|
|
2025
Q1 | $928K | Sell |
7,451
-755
| -9% | -$94K | 0.18% | 33 |
|
|
2024
Q4 | $1.11M | Buy |
8,206
+466
| +6% | +$63.1K | 0.21% | 32 |
|
|
2024
Q3 | $1.08M | Sell |
7,740
-84
| -1% | -$11.7K | 0.2% | 31 |
|
|
2024
Q2 | $1M | Buy |
7,824
+7
| +0.1% | +$899 | 0.2% | 30 |
|
|
2024
Q1 | $1.02M | Sell |
7,817
-408
| -5% | -$53.3K | 0.21% | 29 |
|
|
2023
Q4 | $1.03M | Sell |
8,225
-329
| -4% | -$41.2K | 0.22% | 28 |
|
|
2023
Q3 | $938K | Buy |
8,554
+71
| +0.8% | +$7.79K | 0.23% | 29 |
|
|
2023
Q2 | $975K | Buy |
8,483
+274
| +3% | +$31.5K | 0.23% | 29 |
|
|
2023
Q1 | $903K | Sell |
8,209
-548
| -6% | -$60.2K | 0.22% | 31 |
|
|
2022
Q4 | $946K | Sell |
8,757
-397
| -4% | -$42.9K | 0.25% | 39 |
|
|
2022
Q3 | $931K | Buy |
9,154
+18
| +0.2% | +$1.83K | 0.26% | 34 |
|
|
2022
Q2 | $962K | Buy |
9,136
+287
| +3% | +$30.2K | 0.27% | 34 |
|
|
2022
Q1 | $1.11M | Buy |
8,849
+523
| +6% | +$65.4K | 0.31% | 27 |
|
|
2021
Q4 | $1.15M | Sell |
8,326
-494
| -6% | -$68.4K | 0.28% | 29 |
|
|
2021
Q3 | $1.15M | Sell |
8,820
-36
| -0.4% | -$4.69K | 0.3% | 27 |
|
|
2021
Q2 | $1.18M | Sell |
8,856
-2,678
| -23% | -$356K | 0.32% | 26 |
|
|
2021
Q1 | $1.48M | Sell |
11,534
-1,792
| -13% | -$230K | 0.44% | 27 |
|
|
2020
Q4 | $1.52M | Buy |
13,326
+2,666
| +25% | +$304K | 0.49% | 23 |
|
|
2020
Q3 | $940K | Sell |
10,660
-544
| -5% | -$48K | 0.35% | 29 |
|
|
2020
Q2 | $951K | Sell |
11,204
-1,468
| -12% | -$125K | 0.38% | 30 |
|
|
2020
Q1 | $873K | Buy |
12,672
+7,936
| +168% | +$547K | 0.42% | 32 |
|
|
2019
Q4 | $458K | Buy |
4,736
+392
| +9% | +$37.9K | 0.21% | 48 |
|
|
2019
Q3 | $388K | Sell |
4,344
-432
| -9% | -$38.6K | 0.2% | 51 |
|
|
2019
Q2 | $436K | Buy |
4,776
+344
| +8% | +$31.4K | 0.24% | 49 |
|
|
2019
Q1 | $396K | Buy |
4,432
+2,192
| +98% | +$196K | 0.24% | 56 |
|
|
2018
Q4 | $181K | Buy |
+2,240
| New | +$181K | 0.13% | 78 |
|