Exencial Wealth Advisors’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
$656K Sell
2025
Q2
$688K Buy
2025
Q1
$643K Buy
2024
Q4
$699K Sell
2024
Q3
$1.04M Sell
2024
Q2
$1.42M Buy
2024
Q1
$829K Sell
2023
Q4
$1.23M Buy
2023
Q3
$635K Buy
2023
Q2
$412K Sell
2023
Q1
$461K Sell
2022
Q4
$477K Sell
2022
Q3
$602K Buy
2022
Q2
$464K Sell
2022
Q1
$733K Buy