JSF Financial’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-14,674
| Closed | -$1.69M | – | 107 |
|
2023
Q2 | $1.69M | Sell |
14,674
-1,126
| -7% | -$129K | 0.6% | 30 |
|
2023
Q1 | $1.74M | Sell |
15,800
-2,465
| -13% | -$271K | 0.65% | 32 |
|
2022
Q4 | $1.97M | Buy |
18,265
+13,649
| +296% | +$1.48M | 0.74% | 29 |
|
2022
Q3 | $469K | Sell |
4,616
-113
| -2% | -$11.5K | 0.18% | 75 |
|
2022
Q2 | $498K | Sell |
4,729
-3,716
| -44% | -$391K | 0.23% | 63 |
|
2022
Q1 | $1.06M | Buy |
8,445
+4,465
| +112% | +$558K | 0.45% | 34 |
|
2021
Q4 | $552K | Buy |
3,980
+195
| +5% | +$27K | 0.27% | 42 |
|
2021
Q3 | $492K | Buy |
3,785
+139
| +4% | +$18.1K | 0.24% | 43 |
|
2021
Q2 | $484K | Buy |
3,646
+3
| +0.1% | +$398 | 0.29% | 42 |
|
2021
Q1 | $467K | Sell |
3,643
-808
| -18% | -$104K | 0.29% | 42 |
|
2020
Q4 | $508K | Buy |
4,451
+7
| +0.2% | +$799 | 0.35% | 34 |
|
2020
Q3 | $392K | Buy |
4,444
+6
| +0.1% | +$529 | 0.31% | 40 |
|
2020
Q2 | $377K | Buy |
4,438
+6
| +0.1% | +$510 | 0.33% | 39 |
|
2020
Q1 | $305K | Sell |
4,432
-2,636
| -37% | -$181K | 0.31% | 46 |
|
2019
Q4 | $683K | Buy |
7,068
+2,652
| +60% | +$256K | 0.68% | 24 |
|
2019
Q3 | $394K | Sell |
4,416
-542
| -11% | -$48.4K | 0.43% | 38 |
|
2019
Q2 | $452K | Buy |
4,958
+8
| +0.2% | +$729 | 0.49% | 36 |
|
2019
Q1 | $442K | Sell |
4,950
-192
| -4% | -$17.1K | 0.49% | 33 |
|
2018
Q4 | $415K | Buy |
+5,142
| New | +$415K | 0.43% | 33 |
|