HB 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
2026 Q1	$4.38M	Buy	30,254 +6,815	+29%	+$1.01M	0.03%	275
2025 Q4	$3.31M	Buy	23,439 +5,885	+34%	+$833K	0.02%	323
2025 Q3	$2.48M	Buy	17,554 +632	+4%	+$87.2K	0.02%	374
2025 Q2	$2.25M	Hold	16,922	–	–	0.02%	351
2025 Q1	$2.11M	Buy	16,922 +299	+2%	+$40K	0.02%	370
2024 Q4	$2.25M	Hold	16,623	–	–	0.02%	265
2024 Q3	$2.32M	Buy	16,623 +658	+4%	+$88.7K	0.02%	255
2024 Q2	$2.05M	Hold	15,965	–	–	0.02%	259
2024 Q1	$2.09M	Hold	15,965	–	–	0.03%	237
2023 Q4	$2M	Sell	15,965 -13	-0.1%	-$1.46K	0.03%	227
2023 Q3	$1.75M	Hold	15,978	–	–	0.03%	227
2023 Q2	$1.84M	Sell	15,978 -25	-0.2%	-$2.73K	0.03%	214
2023 Q1	$1.76M	Sell	16,003 -29	-0.2%	-$3.27K	0.03%	211
2022 Q4	$1.73M	Sell	16,032 -128	-0.8%	-$14.1K	0.03%	214
2022 Q3	$1.64M	Sell	16,160 -470	-3%	-$52.8K	0.03%	200
2022 Q2	$1.75M	Hold	16,630	–	–	0.04%	186
2022 Q1	$2.08M	Buy	+16,630	New	+$2.1M	0.04%	175