Evermay Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$129K Hold
2025
Q2
$121K Hold
2025
Q1
$114K Hold
2024
Q4
$124K Hold
2024
Q3
$127K Hold
2024
Q2
$117K Hold
2024
Q1
$119K Hold
2023
Q4
$114K Hold
2023
Q3
$101K Hold
2023
Q2
$105K Hold
2023
Q1
$100K Sell
2022
Q4
$105K Hold
2022
Q3
$98K Hold
2022
Q2
$102K Sell
2022
Q1
$123K Hold
2021
Q4
$136K Sell
2021
Q3
$143K Hold
2021
Q2
$146K Buy
2020
Q1
Sell
2019
Q4
$227K Buy