LWM
LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $39K | Hold |
256
| – | – | 0.02% | 218 |
|
|
2016
Q4 | $38K | Sell |
256
-100
| -28% | -$14.8K | 0.02% | 212 |
|
|
2016
Q3 | $49K | Hold |
356
| – | – | 0.03% | 204 |
|
|
2016
Q2 | $46K | Hold |
356
| – | – | 0.03% | 201 |
|
|
2016
Q1 | $44K | Sell |
356
-150
| -30% | -$18.5K | 0.03% | 202 |
|
|
2015
Q4 | $63K | Buy |
506
+351
| +226% | +$43.7K | 0.04% | 192 |
|
|
2015
Q3 | $19K | Hold |
155
| – | – | 0.01% | 229 |
|
|
2015
Q2 | $20K | Hold |
155
| – | – | 0.01% | 209 |
|
|
2015
Q1 | $20K | Hold |
155
| – | – | 0.01% | 207 |
|
|
2014
Q4 | $19K | Hold |
155
| – | – | 0.01% | 207 |
|
|
2014
Q3 | $17K | Buy |
+155
| New | +$17K | 0.01% | 249 |
|