Keebeck Wealth Management’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
2025 Q4	–	Sell	-7,869	Closed	-$1.11M	–	376
2025 Q3	$1.11M	Sell	7,869 -2,042	-21%	-$282K	0.13%	138
2025 Q2	$1.32M	Sell	9,911 -56,203	-85%	-$7.04M	0.17%	126
2025 Q1	$8.23M	Sell	66,114 -6,445	-9%	-$862K	1.22%	17
2024 Q4	$9.82M	Sell	72,559 -32,029	-31%	-$4.53M	1.42%	15
2024 Q3	$14.6M	Buy	104,588 +544	+0.5%	+$73.4K	2.11%	7
2024 Q2	$13.4M	Buy	+104,044	New	+$13.3M	1.96%	7
2023 Q2	–	Sell	-2,018	Closed	-$222K	–	267
2023 Q1	$222K	Sell	2,018 -3,204	-61%	-$361K	0.04%	235
2022 Q4	$564K	Sell	5,222 -489	-9%	-$53.8K	0.1%	144
2022 Q3	$581K	Buy	+5,711	New	+$641K	0.11%	136
2022 Q2	–	Sell	-2,572	Closed	-$322K	–	242
2022 Q1	$322K	Buy	+2,572	New	+$324K	0.05%	194
2020 Q1	–	Sell	-42,280	Closed	-$4.09M	–	236
2019 Q4	$4.09M	Buy	+42,280	New	+$3.9M	1.3%	20