LFAS
Level Four Advisory Services’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 | $5.66M | Hold |
42,550
| – | – | 0.21% | 138 |
|
|
2025
Q1 | $5.3M | Buy |
42,550
+166
| +0.4% | +$20.7K | 0.22% | 142 |
|
|
2024
Q4 | $5.74M | Sell |
42,384
-4,652
| -10% | -$630K | 0.23% | 114 |
|
|
2024
Q3 | $6.33M | Buy |
47,036
+4,055
| +9% | +$546K | 0.27% | 103 |
|
|
2024
Q2 | $5.52M | Buy |
42,981
+1,199
| +3% | +$154K | 0.25% | 111 |
|
|
2024
Q1 | $5.23M | Hold |
41,782
| – | – | 0.29% | 81 |
|
|
2023
Q4 | $5.23M | Sell |
41,782
-180
| -0.4% | -$22.5K | 0.29% | 76 |
|
|
2023
Q3 | $4.6M | Sell |
41,962
-3,392
| -7% | -$372K | 0.3% | 82 |
|
|
2023
Q2 | $5.21M | Hold |
45,354
| – | – | 0.31% | 72 |
|
|
2023
Q1 | $4.99M | Buy |
45,354
+628
| +1% | +$69K | 0.33% | 62 |
|
|
2022
Q4 | $4.83M | Buy |
44,726
+36
| +0.1% | +$3.89K | 0.36% | 65 |
|
|
2022
Q3 | $4.54M | Sell |
44,690
-142
| -0.3% | -$14.4K | 0.44% | 48 |
|
|
2022
Q2 | $4.72M | Hold |
44,832
| – | – | 0.45% | 52 |
|
|
2022
Q1 | $5.61M | Sell |
44,832
-240
| -0.5% | -$30K | 0.44% | 52 |
|
|
2021
Q4 | $6.26M | Buy |
45,072
+87
| +0.2% | +$12.1K | 0.48% | 44 |
|
|
2021
Q3 | $5.85M | Buy |
44,985
+2,549
| +6% | +$331K | 0.61% | 31 |
|
|
2021
Q2 | $5.63M | Sell |
42,436
-152
| -0.4% | -$20.2K | 0.39% | 54 |
|
|
2021
Q1 | $5.46M | Sell |
42,588
-2,786
| -6% | -$357K | 0.42% | 47 |
|
|
2020
Q4 | $5.18M | Buy |
45,374
+22,023
| +94% | +$2.51M | 0.42% | 54 |
|
|
2020
Q3 | $4.12M | Sell |
23,351
-156
| -0.7% | -$27.5K | 0.32% | 72 |
|
|
2020
Q2 | $3.99M | Buy |
23,507
+120
| +0.5% | +$20.4K | 0.31% | 77 |
|
|
2020
Q1 | $3.23M | Sell |
23,387
-5,110
| -18% | -$705K | 0.39% | 56 |
|
|
2019
Q4 | $6.04M | Sell |
28,497
-791
| -3% | -$168K | 0.24% | 127 |
|
|
2019
Q3 | $5.22M | Sell |
29,288
-479
| -2% | -$85.4K | 0.54% | 36 |
|
|
2019
Q2 | $5.43M | Sell |
29,767
-6,466
| -18% | -$1.18M | 0.55% | 38 |
|
|
2019
Q1 | $6.47M | Sell |
36,233
-269
| -0.7% | -$48K | 0.71% | 24 |
|
|
2018
Q4 | $5.89M | Buy |
36,502
+728
| +2% | +$117K | 0.73% | 26 |
|
|
2018
Q3 | $7.22M | Sell |
35,774
-29,336
| -45% | -$5.92M | 0.78% | 20 |
|
|
2018
Q2 | $12.3M | Buy |
65,110
+769
| +1% | +$145K | 0.9% | 17 |
|
|
2018
Q1 | $11.2M | Sell |
64,341
-5,168
| -7% | -$898K | 0.87% | 16 |
|
|
2017
Q4 | $11.8M | Buy |
69,509
+2,141
| +3% | +$364K | 0.92% | 16 |
|
|
2017
Q3 | $11.1M | Buy |
67,368
+26,432
| +65% | +$4.35M | 0.98% | 15 |
|
|
2017
Q2 | $6.09M | Sell |
40,936
-30,665
| -43% | -$4.56M | 0.94% | 24 |
|
|
2017
Q1 | $10.8M | Buy |
71,601
+2,992
| +4% | +$451K | 1.1% | 16 |
|
|
2016
Q4 | $10.3M | Buy |
+68,609
| New | +$10.3M | 1.31% | 15 |
|