Kingsview Wealth Management’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 | $849K | Sell |
6,384
-43
| -0.7% | -$5.72K | 0.01% | 631 |
|
2025
Q1 | $800K | Sell |
6,427
-2,514
| -28% | -$313K | 0.02% | 602 |
|
2024
Q4 | $1.21M | Buy |
8,941
+42
| +0.5% | +$5.69K | 0.02% | 505 |
|
2024
Q3 | $1.24M | Buy |
8,899
+47
| +0.5% | +$6.56K | 0.03% | 483 |
|
2024
Q2 | $1.14M | Buy |
8,852
+79
| +0.9% | +$10.1K | 0.03% | 474 |
|
2024
Q1 | $1.15M | Buy |
8,773
+100
| +1% | +$13.1K | 0.03% | 463 |
|
2023
Q4 | $1.09M | Sell |
8,673
-193
| -2% | -$24.2K | 0.03% | 446 |
|
2023
Q3 | $972K | Buy |
8,866
+83
| +0.9% | +$9.1K | 0.03% | 443 |
|
2023
Q2 | $1.01M | Buy |
8,783
+40
| +0.5% | +$4.6K | 0.04% | 406 |
|
2023
Q1 | $961K | Buy |
8,743
+2,823
| +48% | +$310K | 0.04% | 416 |
|
2022
Q4 | $640K | Buy |
5,920
+56
| +1% | +$6.05K | 0.03% | 445 |
|
2022
Q3 | $596K | Sell |
5,864
-32
| -0.5% | -$3.25K | 0.03% | 458 |
|
2022
Q2 | $621K | Sell |
5,896
-101
| -2% | -$10.6K | 0.03% | 487 |
|
2022
Q1 | $750K | Sell |
5,997
-91
| -1% | -$11.4K | 0.03% | 476 |
|
2021
Q4 | $845K | Buy |
6,088
+2,554
| +72% | +$354K | 0.04% | 444 |
|
2021
Q3 | $460K | Buy |
3,534
+604
| +21% | +$78.6K | 0.02% | 570 |
|
2021
Q2 | $390K | Buy |
2,930
+485
| +20% | +$64.6K | 0.02% | 627 |
|
2021
Q1 | $319K | Sell |
2,445
-40
| -2% | -$5.22K | 0.02% | 622 |
|
2020
Q4 | $284K | Buy |
2,485
+21
| +0.9% | +$2.4K | 0.02% | 565 |
|
2020
Q3 | $217K | Hold |
2,464
| – | – | 0.02% | 557 |
|
2020
Q2 | $209K | Buy |
+2,464
| New | +$209K | 0.02% | 522 |
|
2020
Q1 | – | Sell |
-2,476
| Closed | -$239K | – | 500 |
|
2019
Q4 | $239K | Buy |
+2,476
| New | +$239K | 0.03% | 412 |
|