LSPW
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 |
|