Inspirion 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 | $553K | Hold |
4,153
| – | – | 0.07% | 95 |
|
|
2025
Q1 | $517K | Hold |
4,153
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $566K | Hold |
4,153
| – | – | 0.08% | 89 |
|
|
2024
Q3 | $579K | Sell |
4,153
-463
| -10% | -$64.6K | 0.08% | 90 |
|
|
2024
Q2 | $593K | Hold |
4,616
| – | – | 0.09% | 84 |
|
|
2024
Q1 | $603K | Hold |
4,616
| – | – | 0.1% | 82 |
|
|
2023
Q4 | $573K | Hold |
4,616
| – | – | 0.1% | 81 |
|
|
2023
Q3 | $506K | Hold |
4,616
| – | – | 0.1% | 85 |
|
|
2023
Q2 | $531K | Hold |
4,616
| – | – | 0.1% | 84 |
|
|
2023
Q1 | $507K | Hold |
4,616
| – | – | 0.1% | 80 |
|
|
2022
Q4 | $499K | Sell |
4,616
-1,435
| -24% | -$155K | 0.11% | 80 |
|
|
2022
Q3 | $615K | Buy |
6,051
+435
| +8% | +$44.2K | 0.14% | 67 |
|
|
2022
Q2 | $591K | Buy |
+5,616
| New | +$591K | 0.13% | 67 |
|