Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $274K | Hold |
3,106
| – | – | 0.06% | 76 |
|
|
2020
Q2 | $264K | Sell |
3,106
-640
| -17% | -$54.4K | 0.06% | 77 |
|
|
2020
Q1 | $258K | Sell |
3,746
-1,146
| -23% | -$78.9K | 0.07% | 64 |
|
|
2019
Q4 | $473K | Sell |
4,892
-2,886
| -37% | -$279K | 0.11% | 51 |
|
|
2019
Q3 | $694K | Sell |
7,778
-850
| -10% | -$75.8K | 0.17% | 42 |
|
|
2019
Q2 | $787K | Hold |
8,628
| – | – | 0.2% | 40 |
|
|
2019
Q1 | $770K | Buy |
8,628
+998
| +13% | +$89.1K | 0.22% | 42 |
|
|
2018
Q4 | $615K | Buy |
7,630
+3,320
| +77% | +$268K | 0.2% | 42 |
|
|
2018
Q3 | $435K | Hold |
4,310
| – | – | 0.13% | 49 |
|
|
2018
Q2 | $407K | Sell |
4,310
-1,816
| -30% | -$171K | 0.13% | 49 |
|
|
2018
Q1 | $533K | Buy |
+6,126
| New | +$533K | 0.18% | 41 |
|