Heck Capital Advisors’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 | – | Sell |
-3
| Closed | -$374 | – | 216 |
|
|
2025
Q1 | $374 | Hold |
3
| – | – | ﹤0.01% | 225 |
|
|
2024
Q4 | $406 | Sell |
3
-100
| -97% | -$13.5K | ﹤0.01% | 236 |
|
|
2024
Q3 | $14.4K | Hold |
103
| – | – | ﹤0.01% | 187 |
|
|
2024
Q2 | $13.2K | Hold |
103
| – | – | ﹤0.01% | 186 |
|
|
2024
Q1 | $13.5K | Hold |
103
| – | – | ﹤0.01% | 182 |
|
|
2023
Q4 | $12.9K | Hold |
103
| – | – | ﹤0.01% | 175 |
|
|
2023
Q3 | $11.3K | Buy |
103
+21
| +26% | +$2.3K | ﹤0.01% | 174 |
|
|
2023
Q2 | $9.44K | Sell |
82
-1,668
| -95% | -$192K | ﹤0.01% | 153 |
|
|
2023
Q1 | $192K | Buy |
1,750
+142
| +9% | +$15.6K | 0.04% | 114 |
|
|
2022
Q4 | $174K | Sell |
1,608
-1,073
| -40% | -$116K | 0.03% | 118 |
|
|
2022
Q3 | $273K | Buy |
2,681
+1,771
| +195% | +$180K | 0.06% | 102 |
|
|
2022
Q2 | $95.8K | Sell |
910
-5,847
| -87% | -$616K | 0.02% | 126 |
|
|
2022
Q1 | $845K | Buy |
6,757
+69
| +1% | +$8.63K | 0.15% | 73 |
|
|
2021
Q4 | $928K | Sell |
6,688
-579
| -8% | -$80.4K | 0.17% | 72 |
|
|
2021
Q3 | $945K | Buy |
7,267
+1,020
| +16% | +$133K | 0.19% | 67 |
|
|
2021
Q2 | $829K | Buy |
6,247
+165
| +3% | +$21.9K | 0.16% | 65 |
|
|
2021
Q1 | $780K | Buy |
6,082
+3,174
| +109% | +$407K | 0.17% | 65 |
|
|
2020
Q4 | $332K | Buy |
2,908
+90
| +3% | +$10.3K | 0.08% | 85 |
|
|
2020
Q3 | $249K | Sell |
2,818
-388
| -12% | -$34.2K | 0.07% | 84 |
|
|
2020
Q2 | $272K | Sell |
3,206
-2,414
| -43% | -$205K | 0.06% | 82 |
|
|
2020
Q1 | $387K | Buy |
5,620
+1,694
| +43% | +$117K | 0.11% | 50 |
|
|
2019
Q4 | $379K | Buy |
3,926
+426
| +12% | +$41.2K | 0.09% | 63 |
|
|
2019
Q3 | $312K | Sell |
3,500
-348
| -9% | -$31K | 0.1% | 66 |
|
|
2019
Q2 | $351K | Buy |
3,848
+474
| +14% | +$43.3K | 0.09% | 55 |
|
|
2019
Q1 | $301K | Buy |
3,374
+594
| +21% | +$53K | 0.09% | 61 |
|
|
2018
Q4 | $224K | Buy |
2,780
+308
| +12% | +$24.8K | 0.08% | 66 |
|
|
2018
Q3 | $249K | Sell |
2,472
-34
| -1% | -$3.43K | 0.08% | 66 |
|
|
2018
Q2 | $237K | Buy |
2,506
+18
| +0.7% | +$1.7K | 0.09% | 65 |
|
|
2018
Q1 | $216K | Buy |
2,488
+458
| +23% | +$39.8K | 0.1% | 58 |
|
|
2017
Q4 | $173K | Buy |
2,030
+438
| +28% | +$37.3K | 0.08% | 63 |
|
|
2017
Q3 | $131K | Buy |
1,592
+738
| +86% | +$60.7K | 0.07% | 71 |
|
|
2017
Q2 | $66.6K | Buy |
854
+76
| +10% | +$5.93K | 0.04% | 73 |
|
|
2017
Q1 | $59.5K | Buy |
778
+182
| +31% | +$13.9K | 0.04% | 69 |
|
|
2016
Q4 | $44.7K | Buy |
+596
| New | +$44.7K | 0.03% | 62 |
|