Halpern Financial’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
2024
Q3
$1.14M Sell
2024
Q2
$1.11M Sell
2024
Q1
$1.11M Hold
2023
Q4
$1.05M Hold
2023
Q3
$951K Buy
2023
Q2
$752K Hold
2023
Q1
$719K Hold
2022
Q4
$707K Hold
2022
Q3
$665K Sell
2022
Q2
$717K Buy
2022
Q1
$819K Hold
2021
Q4
$908K Hold
2021
Q3
$851K Buy
2021
Q2
$741K Sell
2021
Q1
$921K Sell
2020
Q4
$820K Sell
2020
Q3
$642K Sell
2020
Q2
$627K Buy
2020
Q1
$221K Sell
2019
Q4
$762K Buy