Interactive Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11
| Closed | -$2K | – | 170 |
|
|
2022
Q2 | $2K | Sell |
11
-918
| -99% | -$104K | ﹤0.01% | 155 |
|
|
2022
Q1 | $112K | Buy |
929
+918
| +8,345% | +$116K | 0.05% | 106 |
|
|
2021
Q4 | $2K | Sell |
11
-355
| -97% | -$48.3K | ﹤0.01% | 163 |
|
|
2021
Q3 | $48K | Sell |
366
-19
| -5% | -$2.5K | 0.02% | 122 |
|
|
2021
Q2 | $51K | Sell |
385
-50,434
| -99% | -$6.56M | 0.02% | 125 |
|
|
2021
Q1 | $6.52M | Buy |
50,819
+50,330
| +10,292% | +$6.39M | 2.73% | 10 |
|
|
2020
Q4 | $56K | Sell |
489
-205
| -30% | -$20.9K | 0.03% | 108 |
|
|
2020
Q3 | $61K | Sell |
694
-22
| -3% | -$1.97K | 0.03% | 99 |
|
|
2020
Q2 | $61K | Buy |
+716
| New | +$55.8K | 0.03% | 96 |
|
|
2020
Q1 | – | Sell |
-818
| Closed | -$79K | – | 118 |
|
|
2019
Q4 | $79K | Buy |
+818
| New | +$75.5K | 0.04% | 100 |
|
|
2019
Q1 | – | Sell |
-79,054
| Closed | -$6.38M | – | 125 |
|
|
2018
Q4 | $6.38M | Sell |
79,054
-108,674
| -58% | -$9.68M | 3.3% | 12 |
|
|
2018
Q3 | $18.9M | Sell |
187,728
-8,482
| -4% | -$853K | 9% | 2 |
|
|
2018
Q2 | $18.5M | Buy |
196,210
+195,666
| +35,968% | +$18M | 8.77% | 2 |
|
|
2018
Q1 | $47K | Sell |
544
-98
| -15% | -$8.54K | 0.02% | 88 |
|
|
2017
Q4 | $55K | Sell |
642
-300
| -32% | -$25.1K | 0.02% | 90 |
|
|
2017
Q3 | $77K | Buy |
942
+116
| +14% | +$9.04K | 0.04% | 76 |
|
|
2017
Q2 | $64K | Sell |
826
-72
| -8% | -$5.54K | 0.03% | 77 |
|
|
2017
Q1 | $69K | Sell |
898
-103,456
| -99% | -$7.84M | 0.03% | 77 |
|
|
2016
Q4 | $7.83M | Buy |
104,354
+102,904
| +7,097% | +$7.26M | 3.94% | 8 |
|
|
2016
Q3 | $99K | Buy |
1,450
+1,394
| +2,489% | +$94.1K | 0.05% | 70 |
|
|
2016
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 85 |
|
|
2016
Q1 | $3K | Sell |
56
-322,922
| -100% | -$18.8M | ﹤0.01% | 85 |
|
|
2015
Q4 | $20.1M | Sell |
322,978
-21,448
| -6% | -$1.36M | 11.65% | 1 |
|
|
2015
Q3 | $20.7M | Buy |
344,426
+187,624
| +120% | +$12M | 11.73% | 1 |
|
|
2015
Q2 | $10.3M | Buy |
156,802
+112,816
| +256% | +$7.36M | 5.54% | 5 |
|
|
2015
Q1 | $2.86M | Buy |
43,986
+43,418
| +7,644% | +$2.72M | 1.54% | 18 |
|
|
2014
Q4 | $35K | Buy |
568
+22
| +4% | +$1.29K | 0.02% | 74 |
|
|
2014
Q3 | $31K | Buy |
546
+248
| +83% | +$14.5K | 0.02% | 73 |
|
|
2014
Q2 | $18K | Sell |
298
-3,000
| -91% | -$174K | 0.01% | 70 |
|
|
2014
Q1 | $196K | Buy |
3,298
+3,234
| +5,053% | +$190K | 0.11% | 44 |
|
|
2013
Q4 | $4K | Sell |
64
-18
| -22% | -$1.02K | ﹤0.01% | 68 |
|
|
2013
Q3 | $4K | Hold |
82
| – | – | ﹤0.01% | 67 |
|
|
2013
Q2 | $4K | Buy |
+82
| New | +$3.9K | ﹤0.01% | 56 |
|
Other funds holding IJT
UCFA