Kingswood 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
$252K Sell
1,895
-25
-1% -$3.33K 0.02% 622
2025
Q1
$239K Buy
1,920
+439
+30% +$54.7K 0.02% 622
2024
Q4
$201K Buy
+1,481
New +$201K 0.02% 738