Forbes Financial Planning’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 | $610K | Sell |
4,583
-1,467
| -24% | -$195K | 0.41% | 27 |
|
|
2025
Q1 | $753K | Sell |
6,050
-16
| -0.3% | -$1.99K | 0.56% | 24 |
|
|
2024
Q4 | $821K | Sell |
6,066
-14,045
| -70% | -$1.9M | 0.4% | 24 |
|
|
2024
Q3 | $2.81M | Sell |
20,111
-275
| -1% | -$38.4K | 2.02% | 21 |
|
|
2024
Q2 | $2.62M | Sell |
20,386
-788
| -4% | -$101K | 2.06% | 19 |
|
|
2024
Q1 | $2.77M | Sell |
21,174
-823
| -4% | -$108K | 2.38% | 18 |
|
|
2023
Q4 | $2.75M | Sell |
21,997
-184
| -0.8% | -$23K | 2.56% | 17 |
|
|
2023
Q3 | $2.43M | Sell |
22,181
-417
| -2% | -$45.7K | 2.61% | 17 |
|
|
2023
Q2 | $2.6M | Sell |
22,598
-184
| -0.8% | -$21.1K | 2.51% | 17 |
|
|
2023
Q1 | $2.5M | Sell |
22,782
-429
| -2% | -$47.2K | 2.46% | 18 |
|
|
2022
Q4 | $2.36M | Hold |
23,211
| – | – | 3.43% | 14 |
|
|
2022
Q3 | $2.36M | Sell |
23,211
-21
| -0.1% | -$2.14K | 3.43% | 14 |
|
|
2022
Q2 | $2.46M | Sell |
23,232
-700
| -3% | -$74K | 3.52% | 14 |
|
|
2022
Q1 | $3.01M | Sell |
23,932
-88
| -0.4% | -$11.1K | 3.75% | 12 |
|
|
2021
Q4 | $3.33M | Buy |
+24,020
| New | +$3.33M | 3.29% | 14 |
|