LSPW
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Lake Street Private Wealth’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.29M Sell
62,292
-381
-0.6% -$50.7K 1.18% 17
2025
Q1
$7.8M Buy
62,673
+1,168
+2% +$145K 1.27% 15
2024
Q4
$8.33M Buy
61,505
+15,917
+35% +$2.15M 1.33% 15
2024
Q3
$6.36M Buy
45,588
+18,304
+67% +$2.55M 1.02% 22
2024
Q2
$3.5M Buy
27,284
+882
+3% +$113K 0.45% 56
2024
Q1
$3.45M Buy
+26,402
New +$3.45M 0.48% 58