Evermay Wealth Management’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 | $121K | Hold |
913
| – | – | 0.01% | 242 |
|
|
2025
Q1 | $114K | Hold |
913
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $124K | Hold |
913
| – | – | 0.02% | 238 |
|
|
2024
Q3 | $127K | Hold |
913
| – | – | 0.02% | 243 |
|
|
2024
Q2 | $117K | Hold |
913
| – | – | 0.02% | 251 |
|
|
2024
Q1 | $119K | Hold |
913
| – | – | 0.02% | 258 |
|
|
2023
Q4 | $114K | Hold |
913
| – | – | 0.02% | 238 |
|
|
2023
Q3 | $101K | Hold |
913
| – | – | 0.02% | 236 |
|
|
2023
Q2 | $105K | Hold |
913
| – | – | 0.02% | 236 |
|
|
2023
Q1 | $100K | Sell |
913
-55
| -6% | -$6.05K | 0.02% | 239 |
|
|
2022
Q4 | $105K | Hold |
968
| – | – | 0.02% | 224 |
|
|
2022
Q3 | $98K | Hold |
968
| – | – | 0.02% | 218 |
|
|
2022
Q2 | $102K | Sell |
968
-12
| -1% | -$1.26K | 0.02% | 218 |
|
|
2022
Q1 | $123K | Hold |
980
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $136K | Sell |
980
-120
| -11% | -$16.7K | 0.02% | 197 |
|
|
2021
Q3 | $143K | Hold |
1,100
| – | – | 0.03% | 192 |
|
|
2021
Q2 | $146K | Buy |
+1,100
| New | +$146K | 0.03% | 198 |
|
|
2020
Q1 | – | Sell |
-2,350
| Closed | -$227K | – | 146 |
|
|
2019
Q4 | $227K | Buy |
+2,350
| New | +$227K | 0.06% | 147 |
|