IWA
IBEX Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-27,662
| Closed | -$3.84M | – | 190 |
|
|
2021
Q4 | $3.84M | Sell |
27,662
-974
| -3% | -$135K | 0.68% | 57 |
|
|
2021
Q3 | $3.72M | Sell |
28,636
-171
| -0.6% | -$22.2K | 0.72% | 58 |
|
|
2021
Q2 | $3.82M | Sell |
28,807
-898
| -3% | -$119K | 0.76% | 54 |
|
|
2021
Q1 | $3.81M | Buy |
+29,705
| New | +$3.81M | 0.94% | 45 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 204 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 386 |
|