LFG
LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.18M | Sell |
23,707
-2,071
| -8% | -$365K | 1.8% | 15 |
|
|
2020
Q2 | $4.38M | Sell |
25,778
-36
| -0.1% | -$6.11K | 2% | 15 |
|
|
2020
Q1 | $3.56M | Sell |
25,814
-2,153
| -8% | -$297K | 1.93% | 14 |
|
|
2019
Q4 | $5.41M | Buy |
27,967
+247
| +0.9% | +$47.7K | 2.41% | 12 |
|
|
2019
Q3 | $4.95M | Buy |
27,720
+222
| +0.8% | +$39.6K | 2.33% | 12 |
|
|
2019
Q2 | $5.02M | Buy |
27,498
+693
| +3% | +$126K | 2.42% | 12 |
|
|
2019
Q1 | $4.78M | Buy |
26,805
+1,284
| +5% | +$229K | 2.55% | 10 |
|
|
2018
Q4 | $4.12M | Sell |
25,521
-476
| -2% | -$76.8K | 2.57% | 9 |
|
|
2018
Q3 | $5.25M | Buy |
25,997
+910
| +4% | +$184K | 2.84% | 6 |
|
|
2018
Q2 | $4.74M | Buy |
25,087
+1,080
| +4% | +$204K | 2.65% | 8 |
|
|
2018
Q1 | $4.17M | Buy |
24,007
+991
| +4% | +$172K | 2.43% | 11 |
|
|
2017
Q4 | $3.79M | Hold |
23,016
| – | – | 2.41% | 13 |
|
|
2017
Q3 | $3.79M | Buy |
23,016
+2,214
| +11% | +$364K | 2.41% | 13 |
|
|
2017
Q2 | $3.24M | Buy |
20,802
+108
| +0.5% | +$16.8K | 2.22% | 15 |
|
|
2017
Q1 | $3.17M | Buy |
20,694
+1,895
| +10% | +$290K | 2.2% | 12 |
|
|
2016
Q4 | $2.82M | Sell |
18,799
-1
| -0% | -$150 | 1.98% | 11 |
|
|
2016
Q3 | $2.58M | Buy |
18,800
+1,403
| +8% | +$192K | 1.77% | 22 |
|
|
2016
Q2 | $2.23M | Buy |
17,397
+493
| +3% | +$63.3K | 1.53% | 26 |
|
|
2016
Q1 | $2.1M | Buy |
16,904
+801
| +5% | +$99.5K | 1.49% | 26 |
|
|
2015
Q4 | $2M | Sell |
16,103
-27
| -0.2% | -$3.36K | 1.42% | 26 |
|
|
2015
Q3 | $1.94M | Sell |
16,130
-6,265
| -28% | -$753K | 1.41% | 26 |
|
|
2015
Q2 | $2.93M | Sell |
22,395
-39,760
| -64% | -$5.21M | 1.97% | 17 |
|
|
2015
Q1 | $8.09M | Buy |
62,155
+22,327
| +56% | +$2.91M | 5.38% | 5 |
|
|
2014
Q4 | $4.88M | Buy |
39,828
+29,692
| +293% | +$3.63M | 3.23% | 11 |
|
|
2014
Q3 | $1.14M | Sell |
10,136
-24,315
| -71% | -$2.74M | 0.97% | 23 |
|
|
2014
Q2 | $4.16M | Buy |
34,451
+27,179
| +374% | +$3.28M | 2.97% | 11 |
|
|
2014
Q1 | $865K | Buy |
7,272
+106
| +1% | +$12.6K | 0.69% | 28 |
|
|
2013
Q4 | $850K | Sell |
7,166
-47
| -0.7% | -$5.58K | 0.58% | 27 |
|
|
2013
Q3 | $782K | Sell |
7,213
-15
| -0.2% | -$1.63K | 0.64% | 24 |
|
|
2013
Q2 | $700K | Buy |
+7,228
| New | +$700K | 0.78% | 21 |
|