Kovitz Investment Group Partners’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 | $2.4M | Buy |
18,050
+1,348
| +8% | +$179K | 0.01% | 588 |
|
|
2025
Q1 | $2.08M | Sell |
16,702
-114
| -0.7% | -$14.2K | 0.01% | 576 |
|
|
2024
Q4 | $2.28M | Buy |
16,816
+88
| +0.5% | +$11.9K | 0.01% | 549 |
|
|
2024
Q3 | $163K | Sell |
16,728
-387
| -2% | -$3.78K | ﹤0.01% | 960 |
|
|
2024
Q2 | $2.2M | Buy |
+17,115
| New | +$2.2M | 0.02% | 418 |
|
|
2023
Q3 | – | Sell |
-2,331
| Closed | -$268K | – | 401 |
|
|
2023
Q2 | $268K | Buy |
2,331
+6
| +0.3% | +$689 | ﹤0.01% | 372 |
|
|
2023
Q1 | $256K | Buy |
+2,325
| New | +$256K | ﹤0.01% | 382 |
|
|
2020
Q2 | – | Sell |
-7,200
| Closed | -$496K | – | 374 |
|
|
2020
Q1 | $496K | Hold |
7,200
| – | – | 0.02% | 294 |
|
|
2019
Q4 | $696K | Hold |
7,200
| – | – | 0.02% | 300 |
|
|
2019
Q3 | $642K | Buy |
+7,200
| New | +$642K | 0.02% | 301 |
|