LWS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $365K | Buy |
2,913
+12
| +0.4% | +$1.5K | 0.14% | 52 |
|
|
2023
Q3 | $318K | Sell |
2,901
-46
| -2% | -$5.04K | 0.14% | 46 |
|
|
2023
Q2 | $339K | Buy |
2,947
+214
| +8% | +$24.6K | 0.14% | 45 |
|
|
2023
Q1 | $300K | Sell |
2,733
-464
| -15% | -$50.9K | 0.12% | 47 |
|
|
2022
Q4 | $345K | Buy |
3,197
+264
| +9% | +$28.5K | 0.14% | 47 |
|
|
2022
Q3 | $298K | Buy |
2,933
+6
| +0.2% | +$610 | 0.11% | 52 |
|
|
2022
Q2 | $308K | Sell |
2,927
-14
| -0.5% | -$1.47K | 0.15% | 52 |
|
|
2022
Q1 | $368K | Buy |
2,941
+4
| +0.1% | +$501 | 0.16% | 45 |
|
|
2021
Q4 | $408K | Buy |
2,937
+3
| +0.1% | +$417 | 0.17% | 43 |
|
|
2021
Q3 | $382K | Buy |
2,934
+2
| +0.1% | +$260 | 0.17% | 42 |
|
|
2021
Q2 | $389K | Buy |
2,932
+84
| +3% | +$11.1K | 0.17% | 42 |
|
|
2021
Q1 | $365K | Sell |
2,848
-682
| -19% | -$87.4K | 0.17% | 44 |
|
|
2020
Q4 | $403K | Sell |
3,530
-62
| -2% | -$7.08K | 0.18% | 44 |
|
|
2020
Q3 | $317K | Buy |
3,592
+204
| +6% | +$18K | 0.16% | 47 |
|
|
2020
Q2 | $307K | Sell |
3,388
-3,258
| -49% | -$295K | 0.16% | 47 |
|
|
2020
Q1 | $458K | Sell |
6,646
-2,400
| -27% | -$165K | 0.3% | 36 |
|
|
2019
Q4 | $875K | Buy |
+9,046
| New | +$875K | 0.45% | 29 |
|