Goldstein Munger & 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
Q3 | $278K | Hold |
2,736
| – | – | 0.09% | 29 |
|
|
2022
Q2 | $288K | Hold |
2,736
| – | – | 0.09% | 30 |
|
|
2022
Q1 | $342K | Hold |
2,736
| – | – | 0.09% | 30 |
|
|
2021
Q4 | $380K | Hold |
2,736
| – | – | 0.1% | 28 |
|
|
2021
Q3 | $356K | Hold |
2,736
| – | – | 0.1% | 28 |
|
|
2021
Q2 | $363K | Sell |
2,736
-230
| -8% | -$30.5K | 0.1% | 29 |
|
|
2021
Q1 | $380K | Hold |
2,966
| – | – | 0.11% | 29 |
|
|
2020
Q4 | $339K | Hold |
2,966
| – | – | 0.1% | 34 |
|
|
2020
Q3 | $262K | Hold |
2,966
| – | – | 0.09% | 36 |
|
|
2020
Q2 | $252K | Hold |
2,966
| – | – | 0.1% | 37 |
|
|
2020
Q1 | $204K | Hold |
2,966
| – | – | 0.1% | 36 |
|
|
2019
Q4 | $287K | Hold |
2,966
| – | – | 0.12% | 31 |
|
|
2019
Q3 | $265K | Hold |
2,966
| – | – | 0.12% | 31 |
|
|
2019
Q2 | $271K | Hold |
2,966
| – | – | 0.12% | 31 |
|
|
2019
Q1 | $265K | Hold |
2,966
| – | – | 0.12% | 33 |
|
|
2018
Q4 | $239K | Sell |
2,966
-344
| -10% | -$27.7K | 0.12% | 33 |
|
|
2018
Q3 | $334K | Hold |
3,310
| – | – | 0.14% | 31 |
|
|
2018
Q2 | $313K | Hold |
3,310
| – | – | 0.13% | 30 |
|
|
2018
Q1 | $288K | Hold |
3,310
| – | – | 0.12% | 31 |
|
|
2017
Q4 | $282K | Hold |
3,310
| – | – | 0.12% | 32 |
|
|
2017
Q3 | $272K | Sell |
3,310
-214
| -6% | -$17.6K | 0.12% | 30 |
|
|
2017
Q2 | $275K | Hold |
3,524
| – | – | 0.13% | 30 |
|
|
2017
Q1 | $270K | Sell |
3,524
-760
| -18% | -$58.2K | 0.12% | 38 |
|
|
2016
Q4 | $321K | Buy |
+4,284
| New | +$321K | 0.14% | 29 |
|