Mariner Independent Advisor Network’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $3.94M | Sell |
38,700
-1,086
| -3% | -$110K | 0.17% | 142 |
|
2022
Q2 | $4.28M | Buy |
39,786
+5,609
| +16% | +$603K | 0.18% | 134 |
|
2022
Q1 | $4.3M | Sell |
34,177
-1,045
| -3% | -$131K | 0.17% | 141 |
|
2021
Q4 | $4.91M | Sell |
35,222
-17,347
| -33% | -$2.42M | 0.23% | 106 |
|
2021
Q3 | $6.84M | Buy |
52,569
+2,739
| +5% | +$357K | 0.33% | 74 |
|
2021
Q2 | $6.61M | Sell |
49,830
-13,622
| -21% | -$1.81M | 0.3% | 77 |
|
2021
Q1 | $8.14M | Buy |
63,452
+39,790
| +168% | +$5.1M | 0.42% | 52 |
|
2020
Q4 | $2.7M | Buy |
23,662
+2,580
| +12% | +$295K | 0.14% | 162 |
|
2020
Q3 | $1.86M | Buy |
21,082
+68
| +0.3% | +$6K | 0.15% | 149 |
|
2020
Q2 | $1.78M | Sell |
21,014
-6,040
| -22% | -$510K | 0.16% | 150 |
|
2020
Q1 | $1.77M | Sell |
27,054
-4,960
| -15% | -$325K | 0.16% | 147 |
|
2019
Q4 | $3.09M | Sell |
32,014
-5,378
| -14% | -$520K | 0.22% | 104 |
|
2019
Q3 | $3.28M | Sell |
37,392
-20,304
| -35% | -$1.78M | 0.25% | 99 |
|
2019
Q2 | $5.27M | Sell |
57,696
-114
| -0.2% | -$10.4K | 0.4% | 61 |
|
2019
Q1 | $5.19M | Sell |
57,810
-5,850
| -9% | -$525K | 0.44% | 55 |
|
2018
Q4 | $5.41M | Buy |
63,660
+22,540
| +55% | +$1.91M | 0.48% | 46 |
|
2018
Q3 | $4.15M | Buy |
41,120
+238
| +0.6% | +$24K | 0.52% | 46 |
|
2018
Q2 | $3.86M | Buy |
40,882
+5,064
| +14% | +$478K | 0.68% | 40 |
|
2018
Q1 | $3.11M | Buy |
35,818
+6,434
| +22% | +$559K | 0.19% | 109 |
|
2017
Q4 | $2.5M | Buy |
29,384
+1,008
| +4% | +$85.8K | 0.26% | 93 |
|
2017
Q3 | $2.33M | Sell |
28,376
-2,220
| -7% | -$183K | 0.38% | 64 |
|
2017
Q2 | $2.39M | Buy |
30,596
+6,650
| +28% | +$518K | 0.34% | 84 |
|
2017
Q1 | $1.83M | Sell |
23,946
-7,030
| -23% | -$538K | 0.22% | 66 |
|
2016
Q4 | $2.32M | Buy |
30,976
+1,600
| +5% | +$120K | 0.38% | 67 |
|
2016
Q3 | $2.01M | Buy |
+29,376
| New | +$2.01M | 0.29% | 82 |
|
2015
Q4 | – | Sell |
-85,690
| Closed | -$5.15M | – | 120 |
|
2015
Q3 | $5.15M | Buy |
85,690
+798
| +0.9% | +$47.9K | 1.97% | 14 |
|
2015
Q2 | $5.56M | Buy |
84,892
+1,674
| +2% | +$110K | 2.72% | 9 |
|
2015
Q1 | $5.42M | Buy |
+83,218
| New | +$5.42M | 3.03% | 9 |
|
2014
Q4 | – | Sell |
-4,282
| Closed | -$241K | – | 175 |
|
2014
Q3 | $241K | Sell |
4,282
-40
| -0.9% | -$2.25K | 0.13% | 113 |
|
2014
Q2 | $261K | Buy |
+4,322
| New | +$261K | 0.13% | 106 |
|