IWAG
Integer Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.86M | Sell |
29,758
-2,770
| -9% | -$359K | 2.1% | 17 |
|
|
2020
Q4 | $3.9M | Buy |
32,528
+14,755
| +83% | +$1.77M | 2.57% | 15 |
|
|
2020
Q3 | $3.14M | Buy |
17,773
+636
| +4% | +$112K | 2.88% | 13 |
|
|
2020
Q2 | $2.84M | Buy |
17,137
+982
| +6% | +$163K | 2.91% | 13 |
|
|
2020
Q1 | $2.53M | Sell |
16,155
-1,504
| -9% | -$236K | 2.88% | 13 |
|
|
2019
Q4 | $3.43M | Buy |
+17,659
| New | +$3.43M | 3.4% | 11 |
|