Holistic Planning’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
Q1 | – | Sell |
-1,705
| Closed | -$231K | – | 193 |
|
|
2024
Q4 | $231K | Sell |
1,705
-189
| -10% | -$25.6K | 0.08% | 156 |
|
|
2024
Q3 | $264K | Sell |
1,894
-124
| -6% | -$17.3K | 0.11% | 130 |
|
|
2024
Q2 | $264K | Hold |
2,018
| – | – | 0.2% | 95 |
|
|
2024
Q1 | $264K | Sell |
2,018
-62
| -3% | -$8.11K | 0.2% | 95 |
|
|
2023
Q4 | $260K | Buy |
+2,080
| New | +$260K | 0.22% | 96 |
|