Falcon Wealth Planning’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
$23M Buy
2025
Q2
$20.5M Sell
2025
Q1
$19.4M Sell
2024
Q4
$31.4M Buy
2024
Q3
$31.1M Buy
2024
Q2
$26M Buy
2024
Q1
$24.8M Buy
2023
Q4
$22.8M Buy
2023
Q3
$17.8M Buy
2023
Q2
$17.4M Buy
2023
Q1
$15.3M Buy
2022
Q4
$13.6M Buy
2022
Q3
$11.6M Buy
2022
Q2
$10.8M Buy
2022
Q1
$11.6M Buy
2021
Q4
$11.4M Buy
2021
Q3
$9.8M Buy
2021
Q2
$8.55M Buy
2021
Q1
$7.55M Buy
2020
Q4
$6.68M Buy