MWM
Maltin Wealth Management’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
Q1 | – | Sell |
-1,566
| Closed | -$212K | – | 131 |
|
|
2024
Q4 | $212K | Sell |
1,566
-2,523
| -62% | -$341K | 0.1% | 126 |
|
|
2024
Q3 | $570K | Buy |
4,089
+827
| +25% | +$115K | 0.28% | 71 |
|
|
2024
Q2 | $419K | Buy |
3,262
+102
| +3% | +$13.1K | 0.23% | 80 |
|
|
2024
Q1 | $413K | Buy |
3,160
+288
| +10% | +$37.6K | 0.23% | 81 |
|
|
2023
Q4 | $359K | Buy |
2,872
+145
| +5% | +$18.1K | 0.23% | 83 |
|
|
2023
Q3 | $299K | Hold |
2,727
| – | – | 0.21% | 87 |
|
|
2023
Q2 | $313K | Sell |
2,727
-137
| -5% | -$15.7K | 0.22% | 82 |
|
|
2023
Q1 | $315K | Buy |
2,864
+92
| +3% | +$10.1K | 0.23% | 81 |
|
|
2022
Q4 | $300K | Sell |
2,772
-6,677
| -71% | -$722K | 0.22% | 82 |
|
|
2022
Q3 | $961K | Sell |
9,449
-125
| -1% | -$12.7K | 0.76% | 45 |
|
|
2022
Q2 | $1.01M | Sell |
9,574
-824
| -8% | -$86.8K | 0.73% | 49 |
|
|
2022
Q1 | $1.3M | Sell |
10,398
-585
| -5% | -$73.2K | 0.86% | 41 |
|
|
2021
Q4 | $1.52M | Sell |
10,983
-52
| -0.5% | -$7.22K | 0.92% | 37 |
|
|
2021
Q3 | $1.44M | Buy |
11,035
+91
| +0.8% | +$11.8K | 0.88% | 34 |
|
|
2021
Q2 | $1.45M | Buy |
10,944
+338
| +3% | +$44.8K | 0.88% | 35 |
|
|
2021
Q1 | $1.36M | Sell |
10,606
-374
| -3% | -$48K | 0.88% | 36 |
|
|
2020
Q4 | $1.25M | Buy |
10,980
+5,128
| +88% | +$586K | 0.88% | 35 |
|
|
2020
Q3 | $1.03M | Sell |
5,852
-381
| -6% | -$67.2K | 0.73% | 39 |
|
|
2020
Q2 | $1.06M | Sell |
6,233
-224
| -3% | -$38K | 0.8% | 36 |
|
|
2020
Q1 | $890K | Sell |
6,457
-662
| -9% | -$91.2K | 0.76% | 36 |
|
|
2019
Q4 | $1.38M | Buy |
+7,119
| New | +$1.38M | 0.89% | 30 |
|