EFS
Essex Financial Services’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 | $953K | Sell |
7,165
-76
| -1% | -$10.1K | 0.06% | 264 |
|
|
2025
Q1 | $902K | Buy |
7,241
+266
| +4% | +$33.1K | 0.06% | 251 |
|
|
2024
Q4 | $944K | Buy |
6,975
+1,136
| +19% | +$154K | 0.07% | 242 |
|
|
2024
Q3 | $800K | Buy |
5,839
+1,069
| +22% | +$147K | 0.06% | 288 |
|
|
2024
Q2 | $627K | Buy |
4,770
+2,836
| +147% | +$373K | 0.05% | 325 |
|
|
2024
Q1 | $253K | Buy |
+1,934
| New | +$253K | 0.02% | 455 |
|
|
2014
Q2 | – | Sell |
-2,702
| Closed | -$321K | – | 309 |
|
|
2014
Q1 | $321K | Buy |
+2,702
| New | +$321K | 0.1% | 206 |
|