Lenox 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
2020
Q2
$9K Hold
116
﹤0.01% 448
2020
Q1
$7K Hold
116
﹤0.01% 441
2019
Q4
$11K Hold
116
﹤0.01% 431
2019
Q3
$10K Hold
116
﹤0.01% 448
2019
Q2
$10K Sell
116
-1,046
-90% -$90.2K ﹤0.01% 435
2019
Q1
$104K Hold
1,162
0.03% 173
2018
Q4
$94K Hold
1,162
0.03% 169
2018
Q3
$117K Hold
1,162
0.03% 181
2018
Q2
$110K Hold
1,162
0.04% 167
2018
Q1
$101K Hold
1,162
0.03% 169
2017
Q4
$99K Hold
1,162
0.03% 163
2017
Q3
$95K Sell
1,162
-40
-3% -$3.27K 0.03% 166
2017
Q2
$94K Buy
+1,202
New +$94K 0.04% 152