Heartwood Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Heartwood Wealth Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$24.5M	Buy
2025 Q2	$22.4M	Buy
2025 Q1	$20.7M	Sell
2024 Q4	$23.3M	Buy
2024 Q3	$23.8M	Buy
2024 Q2	$20.9M	Buy
2024 Q1	$21.1M	Buy
2020 Q1	–	Sell
2019 Q4	$2.82M	Buy