Lake Point 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
2022
Q2
$0 Hold
2
﹤0.01% 471
2022
Q1
$0 Hold
2
﹤0.01% 445
2021
Q4
$0 Hold
2
﹤0.01% 460
2021
Q3
$0 Hold
2
﹤0.01% 428
2021
Q2
$0 Buy
+2
New ﹤0.01% 426
2020
Q1
$1K Hold
8
﹤0.01% 316
2019
Q4
$1K Buy
+8
New +$1K ﹤0.01% 562
2019
Q2
$10K Hold
108
﹤0.01% 327
2019
Q1
$10K Sell
108
-4,690
-98% -$434K ﹤0.01% 327
2018
Q4
$387K Buy
+4,798
New +$387K 0.14% 98