Geneos Wealth Management’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 | $2.07M | Sell |
15,578
-15,089
| -49% | -$2.01M | 0.05% | 363 |
|
|
2025
Q1 | $3.82M | Buy |
30,667
+28,361
| +1,230% | +$3.53M | 0.06% | 342 |
|
|
2024
Q4 | $312K | Sell |
2,306
-20
| -0.9% | -$2.71K | 0.01% | 698 |
|
|
2024
Q3 | $324K | Buy |
2,326
+19
| +0.8% | +$2.65K | 0.01% | 649 |
|
|
2024
Q2 | $296K | Hold |
2,307
| – | – | 0.01% | 609 |
|
|
2024
Q1 | $302K | Sell |
2,307
-113
| -5% | -$14.8K | 0.01% | 600 |
|
|
2023
Q4 | $303K | Buy |
2,420
+155
| +7% | +$19.4K | 0.02% | 575 |
|
|
2023
Q3 | $248K | Buy |
2,265
+16
| +0.7% | +$1.76K | 0.01% | 626 |
|
|
2023
Q2 | $258K | Sell |
2,249
-17
| -0.8% | -$1.95K | 0.01% | 618 |
|
|
2023
Q1 | $249K | Sell |
2,266
-317
| -12% | -$34.9K | 0.02% | 594 |
|
|
2022
Q4 | $279K | Buy |
2,583
+344
| +15% | +$37.2K | 0.02% | 549 |
|
|
2022
Q3 | $227K | Sell |
2,239
-808
| -27% | -$81.9K | 0.02% | 566 |
|
|
2022
Q2 | $323K | Sell |
3,047
-156
| -5% | -$16.5K | 0.02% | 610 |
|
|
2022
Q1 | $400K | Buy |
3,203
+1,062
| +50% | +$133K | 0.02% | 601 |
|
|
2021
Q4 | $297K | Sell |
2,141
-92
| -4% | -$12.8K | 0.01% | 736 |
|
|
2021
Q3 | $295K | Hold |
2,233
| – | – | 0.01% | 721 |
|
|
2021
Q2 | $294K | Sell |
2,233
-1,433
| -39% | -$189K | 0.01% | 696 |
|
|
2021
Q1 | $478K | Hold |
3,666
| – | – | 0.01% | 646 |
|
|
2020
Q4 | $286K | Buy |
3,666
+1,422
| +63% | +$111K | 0.01% | 706 |
|
|
2020
Q3 | $192K | Sell |
2,244
-500
| -18% | -$42.8K | 0.01% | 703 |
|
|
2020
Q2 | $221K | Hold |
2,744
| – | – | 0.01% | 640 |
|
|
2020
Q1 | $185K | Sell |
2,744
-500
| -15% | -$33.7K | 0.01% | 638 |
|
|
2019
Q4 | $313K | Hold |
3,244
| – | – | 0.02% | 549 |
|
|
2019
Q3 | $289K | Sell |
3,244
-84
| -3% | -$7.48K | 0.02% | 537 |
|
|
2019
Q2 | $303K | Sell |
3,328
-60
| -2% | -$5.46K | 0.02% | 541 |
|
|
2019
Q1 | $302K | Hold |
3,388
| – | – | 0.02% | 530 |
|
|
2018
Q4 | $271K | Sell |
3,388
-1,574
| -32% | -$126K | 0.02% | 511 |
|
|
2018
Q3 | $500K | Buy |
4,962
+172
| +4% | +$17.3K | 0.03% | 388 |
|
|
2018
Q2 | $452K | Buy |
4,790
+2,514
| +110% | +$237K | 0.04% | 343 |
|
|
2018
Q1 | $197K | Buy |
2,276
+82
| +4% | +$7.1K | 0.02% | 544 |
|
|
2017
Q4 | $186K | Sell |
2,194
-62
| -3% | -$5.26K | 0.02% | 556 |
|
|
2017
Q3 | $185K | Buy |
2,256
+66
| +3% | +$5.41K | 0.02% | 528 |
|
|
2017
Q2 | $170K | Sell |
2,190
-328
| -13% | -$25.5K | 0.02% | 538 |
|
|
2017
Q1 | $192K | Buy |
2,518
+166
| +7% | +$12.7K | 0.02% | 493 |
|
|
2016
Q4 | $176K | Sell |
2,352
-16
| -0.7% | -$1.2K | 0.02% | 485 |
|
|
2016
Q3 | $162K | Sell |
2,368
-2
| -0.1% | -$137 | 0.02% | 490 |
|
|
2016
Q2 | $152K | Sell |
2,370
-116
| -5% | -$7.44K | 0.02% | 497 |
|
|
2016
Q1 | $155K | Buy |
+2,486
| New | +$155K | 0.02% | 482 |
|