First Western Trust Bank’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 | $420K | Sell |
3,158
-147
| -4% | -$19.6K | 0.02% | 129 |
|
|
2025
Q1 | $411K | Sell |
3,305
-272
| -8% | -$33.9K | 0.02% | 131 |
|
|
2024
Q4 | $484K | Sell |
3,577
-667
| -16% | -$90.3K | 0.02% | 122 |
|
|
2024
Q3 | $592K | Buy |
4,244
+1,480
| +54% | +$206K | 0.03% | 113 |
|
|
2024
Q2 | $355K | Hold |
2,764
| – | – | 0.02% | 140 |
|
|
2024
Q1 | $361K | Hold |
2,764
| – | – | 0.02% | 147 |
|
|
2023
Q4 | $346K | Sell |
2,764
-638
| -19% | -$79.8K | 0.02% | 154 |
|
|
2023
Q3 | $373K | Sell |
3,402
-1,134
| -25% | -$124K | 0.02% | 134 |
|
|
2023
Q2 | $521K | Sell |
4,536
-411
| -8% | -$47.2K | 0.03% | 120 |
|
|
2023
Q1 | $544K | Hold |
4,947
| – | – | 0.03% | 121 |
|
|
2022
Q4 | $535K | Buy |
4,947
+1,392
| +39% | +$150K | 0.03% | 116 |
|
|
2022
Q3 | $361K | Hold |
3,555
| – | – | 0.02% | 120 |
|
|
2022
Q2 | $377K | Hold |
3,555
| – | – | 0.03% | 127 |
|
|
2022
Q1 | $451K | Buy |
+3,555
| New | +$451K | 0.02% | 128 |
|