JFS Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

JFS Wealth Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2M	Buy	57,390 +1,422	+3%	+$230K	0.51%	37
2026 Q1	$8.1M	Sell	55,968 -185	-0.3%	-$27.4K	0.45%	42
2025 Q4	$7.93M	Buy	56,153 +43	+0.1%	+$6.09K	0.45%	42
2025 Q3	$7.94M	Buy	56,110 +2,310	+4%	+$319K	0.46%	40
2025 Q2	$7.16M	Buy	53,800 +1,313	+3%	+$165K	0.46%	40
2025 Q1	$6.53M	Sell	52,487 -2,635	-5%	-$352K	0.44%	41
2024 Q4	$7.46M	Buy	55,122 +3,977	+8%	+$563K	0.51%	36
2024 Q3	$7.13M	Buy	51,145 +3,138	+7%	+$423K	0.48%	40
2024 Q2	$6.17M	Buy	48,007 +2,389	+5%	+$306K	0.49%	39
2024 Q1	$5.96M	Buy	45,618 +9,076	+25%	+$1.13M	0.47%	38
2023 Q4	$4.57M	Buy	36,542 +6,182	+20%	+$693K	0.39%	45
2023 Q3	$3.33M	Buy	30,360 +1,488	+5%	+$172K	0.31%	53
2023 Q2	$3.32M	Buy	28,872 +2,137	+8%	+$233K	0.3%	56
2023 Q1	$2.94M	Buy	26,735 +543	+2%	+$61.2K	0.28%	57
2022 Q4	$2.83M	Sell	26,192 -2,722	-9%	-$299K	0.28%	59
2022 Q3	$2.94M	Buy	28,914 +874	+3%	+$98.1K	0.32%	53
2022 Q2	$2.95M	Sell	28,040 -346	-1%	-$39.2K	0.31%	57
2022 Q1	$3.55M	Sell	28,386 -1,993	-7%	-$251K	0.34%	56
2021 Q4	$4.22M	Buy	30,379 +2,275	+8%	+$310K	0.4%	51
2021 Q3	$3.65M	Buy	28,104 +28,059	+62,353%	+$3.7M	0.38%	55
2021 Q2	$6K	Sell	45 -164	-78%	-$21.3K	﹤0.01%	484
2021 Q1	$27K	Hold	209	–	–	0.01%	310
2020 Q4	$24K	Buy	209 +1	+0.5%	+$102	0.01%	314
2020 Q3	$18K	Hold	208	–	–	﹤0.01%	323
2020 Q2	$18K	Hold	208	–	–	﹤0.01%	316
2020 Q1	$14K	Hold	208	–	–	﹤0.01%	305
2019 Q4	$20K	Hold	208	–	–	﹤0.01%	304
2019 Q3	$19K	Hold	208	–	–	﹤0.01%	307
2019 Q2	$19K	Hold	208	–	–	﹤0.01%	311
2019 Q1	$19K	Hold	208	–	–	0.01%	301
2018 Q4	$17K	Sell	208 -56	-21%	-$4.99K	﹤0.01%	299
2018 Q3	$27K	Buy	264 +74	+39%	+$7.44K	0.01%	292
2018 Q2	$18K	Hold	190	–	–	﹤0.01%	323
2018 Q1	$17K	Hold	190	–	–	﹤0.01%	329
2017 Q4	$16K	Hold	190	–	–	﹤0.01%	345
2017 Q3	$16K	Sell	190 -90	-32%	-$7.02K	﹤0.01%	342
2017 Q2	$22K	Sell	280 -140	-33%	-$10.8K	0.01%	290
2017 Q1	$32K	Hold	420	–	–	0.01%	261
2016 Q4	$32K	Buy	420 +26	+7%	+$1.83K	0.01%	261
2016 Q3	$27K	Hold	394	–	–	0.01%	288
2016 Q2	$25K	Sell	394 -102	-21%	-$6.41K	0.01%	305
2016 Q1	$31K	Hold	496	–	–	0.01%	277
2015 Q4	$31K	Buy	496 +102	+26%	+$6.47K	0.01%	286
2015 Q3	$24K	Sell	394 -172	-30%	-$11K	0.01%	265
2015 Q2	$37K	Buy	566 +80	+16%	+$5.22K	0.02%	209
2015 Q1	$32K	Hold	486	–	–	0.02%	223
2014 Q4	$30K	Buy	486 +92	+23%	+$5.39K	﹤0.01%	248
2014 Q3	$22K	Hold	394	–	–	﹤0.01%	252
2014 Q2	$24K	Buy	+394	New	+$22.9K	﹤0.01%	247