Geneos Wealth Management’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 | $365K | Sell |
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|
2025
Q2 | $2.07M | Sell |
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|
2025
Q1 | $3.82M | Buy |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $303K | Buy |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $297K | Sell |
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|
2021
Q3 | $295K | Hold |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $478K | Hold |
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|
2020
Q4 | $286K | Buy |
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|
2020
Q3 | $192K | Sell |
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|
2020
Q2 | $221K | Hold |
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|
2020
Q1 | $185K | Sell |
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|
2019
Q4 | $313K | Hold |
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|
2019
Q3 | $289K | Sell |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $302K | Hold |
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|
2018
Q4 | $271K | Sell |
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|
2018
Q3 | $500K | Buy |
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|
2018
Q2 | $452K | Buy |
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|
2018
Q1 | $197K | Buy |
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|
2017
Q4 | $186K | Sell |
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|
2017
Q3 | $185K | Buy |
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|
2017
Q2 | $170K | Sell |
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|
2017
Q1 | $192K | Buy |
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|
2016
Q4 | $176K | Sell |
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|
2016
Q3 | $162K | Sell |
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|
2016
Q2 | $152K | Sell |
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|
2016
Q1 | $155K | Buy |
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