Essential Planning’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
$365K Hold
2,740
0.14% 60
2025
Q1
$341K Sell
2,740
-222,430
-99% -$27.7M 0.14% 61
2024
Q4
$31.9M Buy
225,170
+221,704
+6,397% +$31.4M 0.21% 42
2024
Q3
$483K Hold
3,466
0.2% 45
2024
Q2
$445K Buy
3,466
+653
+23% +$83.9K 0.2% 44
2024
Q1
$352K Hold
2,813
0.18% 45
2023
Q4
$352K Buy
+2,813
New +$352K 0.18% 45