Mattern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-71,603
| Closed | -$9.31M | – | 173 |
|
|
2021
Q3 | $9.31M | Sell |
71,603
-540
| -0.7% | -$70.2K | 3.13% | 6 |
|
|
2021
Q2 | $9.1M | Sell |
72,143
-2,080
| -3% | -$262K | 2.9% | 9 |
|
|
2021
Q1 | $9.52M | Buy |
+74,223
| New | +$9.52M | 3.35% | 7 |
|
|
2020
Q1 | – | Sell |
-6,164
| Closed | -$596K | – | 128 |
|
|
2019
Q4 | $596K | Buy |
+6,164
| New | +$596K | 0.36% | 85 |
|