FIG
FundX Investment Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,531
| Closed | -$1.05M | – | 53 |
|
|
2018
Q4 | $1.05M | Sell |
6,531
-26,320
| -80% | -$4.25M | 0.39% | 31 |
|
|
2018
Q3 | $6.63M | Buy |
32,851
+20,551
| +167% | +$4.15M | 3.66% | 7 |
|
|
2018
Q2 | $2.32M | Buy |
+12,300
| New | +$2.32M | 1.15% | 11 |
|
|
2018
Q1 | – | Sell |
-9,737
| Closed | -$1.66M | – | 43 |
|
|
2017
Q4 | $1.66M | Buy |
+9,737
| New | +$1.66M | 0.84% | 14 |
|
|
2017
Q3 | – | Sell |
-8,895
| Closed | -$1.39M | – | 37 |
|
|
2017
Q2 | $1.39M | Buy |
+8,895
| New | +$1.39M | 0.57% | 16 |
|
|
2016
Q1 | – | Sell |
-63,744
| Closed | -$7.92M | – | 29 |
|
|
2015
Q4 | $7.92M | Buy |
63,744
+28,133
| +79% | +$3.5M | 2.61% | 10 |
|
|
2015
Q3 | $4.28M | Buy |
+35,611
| New | +$4.28M | 2.1% | 12 |
|
|
2014
Q1 | – | Sell |
-23,167
| Closed | -$2.75M | – | 22 |
|
|
2013
Q4 | $2.75M | Buy |
+23,167
| New | +$2.75M | 1.22% | 10 |
|