JFS 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 | $7.16M | Buy |
53,800
+1,313
| +3% | +$175K | 0.46% | 40 |
|
|
2025
Q1 | $6.53M | Sell |
52,487
-2,635
| -5% | -$328K | 0.44% | 41 |
|
|
2024
Q4 | $7.46M | Buy |
55,122
+3,977
| +8% | +$538K | 0.51% | 36 |
|
|
2024
Q3 | $7.13M | Buy |
51,145
+3,138
| +7% | +$438K | 0.48% | 40 |
|
|
2024
Q2 | $6.17M | Buy |
48,007
+2,389
| +5% | +$307K | 0.49% | 39 |
|
|
2024
Q1 | $5.96M | Buy |
45,618
+9,076
| +25% | +$1.19M | 0.47% | 38 |
|
|
2023
Q4 | $4.57M | Buy |
36,542
+6,182
| +20% | +$774K | 0.39% | 45 |
|
|
2023
Q3 | $3.33M | Buy |
30,360
+1,488
| +5% | +$163K | 0.31% | 53 |
|
|
2023
Q2 | $3.32M | Buy |
28,872
+2,137
| +8% | +$246K | 0.3% | 56 |
|
|
2023
Q1 | $2.94M | Buy |
26,735
+543
| +2% | +$59.7K | 0.28% | 57 |
|
|
2022
Q4 | $2.83M | Sell |
26,192
-2,722
| -9% | -$294K | 0.28% | 59 |
|
|
2022
Q3 | $2.94M | Buy |
28,914
+874
| +3% | +$88.9K | 0.32% | 53 |
|
|
2022
Q2 | $2.95M | Sell |
28,040
-346
| -1% | -$36.4K | 0.31% | 57 |
|
|
2022
Q1 | $3.55M | Sell |
28,386
-1,993
| -7% | -$249K | 0.34% | 56 |
|
|
2021
Q4 | $4.22M | Buy |
30,379
+2,275
| +8% | +$316K | 0.4% | 51 |
|
|
2021
Q3 | $3.66M | Buy |
28,104
+28,059
| +62,353% | +$3.65M | 0.38% | 55 |
|
|
2021
Q2 | $6K | Sell |
45
-164
| -78% | -$21.9K | ﹤0.01% | 484 |
|
|
2021
Q1 | $27K | Hold |
209
| – | – | 0.01% | 310 |
|
|
2020
Q4 | $24K | Buy |
209
+1
| +0.5% | +$115 | 0.01% | 313 |
|
|
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% | -$4.58K | ﹤0.01% | 299 |
|
|
2018
Q3 | $27K | Buy |
264
+74
| +39% | +$7.57K | 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% | -$7.58K | ﹤0.01% | 342 |
|
|
2017
Q2 | $22K | Sell |
280
-140
| -33% | -$11K | 0.01% | 290 |
|
|
2017
Q1 | $32K | Hold |
420
| – | – | 0.01% | 261 |
|
|
2016
Q4 | $32K | Buy |
420
+26
| +7% | +$1.98K | 0.01% | 261 |
|
|
2016
Q3 | $27K | Hold |
394
| – | – | 0.01% | 288 |
|
|
2016
Q2 | $25K | Sell |
394
-102
| -21% | -$6.47K | 0.01% | 305 |
|
|
2016
Q1 | $31K | Hold |
496
| – | – | 0.01% | 277 |
|
|
2015
Q4 | $31K | Buy |
496
+102
| +26% | +$6.38K | 0.01% | 286 |
|
|
2015
Q3 | $24K | Sell |
394
-172
| -30% | -$10.5K | 0.01% | 265 |
|
|
2015
Q2 | $37K | Buy |
566
+80
| +16% | +$5.23K | 0.02% | 209 |
|
|
2015
Q1 | $32K | Hold |
486
| – | – | 0.02% | 223 |
|
|
2014
Q4 | $30K | Buy |
486
+92
| +23% | +$5.68K | ﹤0.01% | 248 |
|
|
2014
Q3 | $22K | Hold |
394
| – | – | ﹤0.01% | 252 |
|
|
2014
Q2 | $24K | Buy |
+394
| New | +$24K | ﹤0.01% | 247 |
|