EWM
Evercore Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-1,873
| Closed | -$223K | – | 1024 |
|
|
2014
Q1 | $223K | Sell |
1,873
-62
| -3% | -$7.38K | 0.01% | 357 |
|
|
2013
Q4 | $229K | Hold |
1,935
| – | – | 0.01% | 351 |
|
|
2013
Q3 | $210K | Hold |
1,935
| – | – | 0.01% | 394 |
|
|
2013
Q2 | $188K | Buy |
+1,935
| New | +$188K | 0.01% | 406 |
|