Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $324K | Hold |
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|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $139K | Hold |
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|
2021
Q3 | $130K | Hold |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $114K | Hold |
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|
2020
Q3 | $88.2K | Buy |
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