Freedman Financial Associates’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-14,980
| Closed | -$1.89M | – | 207 |
|
2022
Q1 | $1.89M | Buy |
14,980
+416
| +3% | +$52.4K | 1.3% | 11 |
|
2021
Q4 | $2.02M | Buy |
14,564
+300
| +2% | +$41.7K | 1.38% | 11 |
|
2021
Q3 | $1.86M | Buy |
14,264
+1,901
| +15% | +$247K | 1.36% | 11 |
|
2021
Q2 | $1.64M | Hold |
12,363
| – | – | 1.24% | 12 |
|
2021
Q1 | $1.59M | Sell |
12,363
-30
| -0.2% | -$3.85K | 1.31% | 10 |
|
2020
Q4 | $1.42M | Buy |
+12,393
| New | +$1.42M | 1.27% | 12 |
|