Heritage Wealth 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 | $304K | Hold |
2,288
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $285K | Hold |
2,288
| – | – | 0.01% | 168 |
|
|
2024
Q4 | $310K | Hold |
2,288
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $319K | Hold |
2,288
| – | – | 0.02% | 172 |
|
|
2024
Q2 | $294K | Hold |
2,288
| – | – | 0.01% | 169 |
|
|
2024
Q1 | $299K | Hold |
2,288
| – | – | 0.01% | 177 |
|
|
2023
Q4 | $286K | Hold |
2,288
| – | – | 0.01% | 183 |
|
|
2023
Q3 | $251K | Hold |
2,288
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $263K | Hold |
2,288
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $252K | Hold |
2,288
| – | – | 0.01% | 184 |
|
|
2022
Q4 | $247K | Hold |
2,288
| – | – | 0.01% | 188 |
|
|
2022
Q3 | $233K | Sell |
2,288
-1,000
| -30% | -$102K | 0.02% | 186 |
|
|
2022
Q2 | $346K | Buy |
3,288
+524
| +19% | +$55.1K | 0.02% | 147 |
|
|
2022
Q1 | $346K | Buy |
2,764
+1,764
| +176% | +$221K | 0.02% | 148 |
|
|
2021
Q4 | $139K | Hold |
1,000
| – | – | 0.01% | 234 |
|
|
2021
Q3 | $130K | Hold |
1,000
| – | – | 0.01% | 230 |
|
|
2021
Q2 | $133K | Hold |
1,000
| – | – | 0.01% | 228 |
|
|
2021
Q1 | $128K | Hold |
1,000
| – | – | 0.01% | 238 |
|
|
2020
Q4 | $114K | Hold |
1,000
| – | – | 0.01% | 245 |
|
|
2020
Q3 | $88.2K | Buy |
+1,000
| New | +$88.2K | 0.01% | 218 |
|