Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,966
| Closed | -$135K | – | 203 |
|
|
2016
Q3 | $135K | Hold |
1,966
| – | – | 0.04% | 115 |
|
|
2016
Q2 | $126K | Hold |
1,966
| – | – | 0.04% | 118 |
|
|
2016
Q1 | $122K | Hold |
1,966
| – | – | 0.04% | 119 |
|
|
2015
Q4 | $122K | Hold |
1,966
| – | – | 0.05% | 141 |
|
|
2015
Q3 | $118K | Hold |
1,966
| – | – | 0.05% | 142 |
|
|
2015
Q2 | $129K | Hold |
1,966
| – | – | 0.05% | 112 |
|
|
2015
Q1 | $128K | Hold |
1,966
| – | – | 0.05% | 107 |
|
|
2014
Q4 | $120K | Buy |
+1,966
| New | +$120K | 0.05% | 111 |
|