Evensky & Katz’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 | – | Sell |
-10,058
| Closed | -$1.25M | – | 75 |
|
|
2025
Q1 | $1.25M | Sell |
10,058
-98
| -1% | -$12.2K | 0.08% | 49 |
|
|
2024
Q4 | $1.38M | Buy |
10,156
+15
| +0.1% | +$2.03K | 0.09% | 48 |
|
|
2024
Q3 | $1.42M | Buy |
10,141
+21
| +0.2% | +$2.93K | 0.09% | 48 |
|
|
2024
Q2 | $1.3M | Buy |
10,120
+17
| +0.2% | +$2.18K | 0.09% | 48 |
|
|
2024
Q1 | $1.32M | Buy |
10,103
+11
| +0.1% | +$1.44K | 0.09% | 48 |
|
|
2023
Q4 | $1.26M | Buy |
10,092
+36
| +0.4% | +$4.51K | 0.1% | 47 |
|
|
2023
Q3 | $1.1M | Hold |
10,056
| – | – | 0.09% | 47 |
|
|
2023
Q2 | $1.16M | Sell |
10,056
-26
| -0.3% | -$2.99K | 0.09% | 48 |
|
|
2023
Q1 | $1.11M | Buy |
10,082
+16
| +0.2% | +$1.76K | 0.09% | 48 |
|
|
2022
Q4 | $1.09M | Buy |
10,066
+39
| +0.4% | +$4.22K | 0.1% | 50 |
|
|
2022
Q3 | $1.02M | Buy |
10,027
+4
| +0% | +$407 | 0.12% | 46 |
|
|
2022
Q2 | $1.06M | Buy |
10,023
+13
| +0.1% | +$1.37K | 0.12% | 46 |
|
|
2022
Q1 | $1.25M | Sell |
10,010
-360
| -3% | -$45K | 0.12% | 42 |
|
|
2021
Q4 | $1.44M | Sell |
10,370
-183
| -2% | -$25.4K | 0.14% | 42 |
|
|
2021
Q3 | $1.37M | Buy |
10,553
+4
| +0% | +$520 | 0.14% | 39 |
|
|
2021
Q2 | $1.4M | Sell |
10,549
-497
| -4% | -$65.9K | 0.14% | 39 |
|
|
2021
Q1 | $1.42M | Sell |
11,046
-1,556
| -12% | -$199K | 0.16% | 38 |
|
|
2020
Q4 | $1.44M | Buy |
12,602
+22
| +0.2% | +$2.51K | 0.18% | 36 |
|
|
2020
Q3 | $1.11M | Sell |
12,580
-208
| -2% | -$18.4K | 0.15% | 40 |
|
|
2020
Q2 | $1.09M | Buy |
12,788
+50
| +0.4% | +$4.25K | 0.16% | 41 |
|
|
2020
Q1 | $878K | Buy |
12,738
+4
| +0% | +$276 | 0.14% | 44 |
|
|
2019
Q4 | $1.23M | Sell |
12,734
-2,528
| -17% | -$244K | 0.17% | 39 |
|
|
2019
Q3 | $1.36M | Buy |
15,262
+6
| +0% | +$535 | 0.19% | 45 |
|
|
2019
Q2 | $1.39M | Buy |
15,256
+32
| +0.2% | +$2.92K | 0.19% | 44 |
|
|
2019
Q1 | $1.36M | Buy |
+15,224
| New | +$1.36M | 0.19% | 42 |
|