LWS Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $382K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $365K | Sell |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $317K | Buy |
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|
2020
Q2 | $307K | Sell |
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|
2020
Q1 | $458K | Sell |
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|
2019
Q4 | $875K | Buy |
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