Evergreen Private Wealth’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 | $252K | Sell |
1,895
-94
| -5% | -$12.5K | 0.11% | 60 |
|
|
2025
Q1 | $248K | Sell |
1,989
-82
| -4% | -$10.2K | 0.12% | 60 |
|
|
2024
Q4 | $280K | Buy |
2,071
+45
| +2% | +$6.09K | 0.13% | 59 |
|
|
2024
Q3 | $283K | Buy |
2,026
+105
| +5% | +$14.7K | 0.13% | 61 |
|
|
2024
Q2 | $247K | Sell |
1,921
-471
| -20% | -$60.5K | 0.12% | 63 |
|
|
2024
Q1 | $313K | Sell |
2,392
-418
| -15% | -$54.7K | 0.16% | 62 |
|
|
2023
Q4 | $352K | Buy |
+2,810
| New | +$352K | 0.19% | 59 |
|