Loring Wolcott & Coolidge Fiduciary Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Hold |
1,400
| – | – | ﹤0.01% | 290 |
|
|
2025
Q1 | $166K | Hold |
1,400
| – | – | ﹤0.01% | 287 |
|
|
2024
Q4 | $196K | Buy |
1,400
+200
| +17% | +$28K | ﹤0.01% | 284 |
|
|
2024
Q3 | $164K | Hold |
1,200
| – | – | ﹤0.01% | 300 |
|
|
2024
Q2 | $169K | Hold |
1,200
| – | – | ﹤0.01% | 288 |
|
|
2024
Q1 | $148K | Hold |
1,200
| – | – | ﹤0.01% | 299 |
|
|
2023
Q4 | $146K | Hold |
1,200
| – | – | ﹤0.01% | 308 |
|
|
2023
Q3 | $128K | Hold |
1,200
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $138K | Hold |
1,200
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $132K | Hold |
1,200
| – | – | ﹤0.01% | 315 |
|
|
2022
Q4 | $130K | Hold |
1,200
| – | – | ﹤0.01% | 317 |
|
|
2022
Q3 | $122K | Hold |
1,200
| – | – | ﹤0.01% | 328 |
|
|
2022
Q2 | $126K | Hold |
1,200
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $150K | Hold |
1,200
| – | – | ﹤0.01% | 330 |
|
|
2021
Q4 | $167K | Hold |
1,200
| – | – | ﹤0.01% | 335 |
|
|
2021
Q3 | $156K | Sell |
1,200
-300
| -20% | -$39K | ﹤0.01% | 337 |
|
|
2021
Q2 | $199K | Buy |
+1,500
| New | +$199K | ﹤0.01% | 320 |
|
|
2020
Q4 | – | Sell |
-696
| Closed | -$61K | – | 783 |
|
|
2020
Q3 | $61K | Buy |
+696
| New | +$61K | ﹤0.01% | 373 |
|