Meristem Family Wealth’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
Q1 | $479K | Sell |
3,830
-984
| -20% | -$123K | 0.05% | 188 |
|
|
2021
Q4 | $668K | Sell |
4,814
-910
| -16% | -$126K | 0.06% | 181 |
|
|
2021
Q3 | $744K | Buy |
5,724
+1,308
| +30% | +$170K | 0.07% | 169 |
|
|
2021
Q2 | $586K | Hold |
4,416
| – | – | 0.09% | 155 |
|
|
2021
Q1 | $566K | Hold |
4,416
| – | – | 0.11% | 118 |
|
|
2020
Q4 | $504K | Hold |
4,416
| – | – | 0.11% | 121 |
|
|
2020
Q3 | $390K | Hold |
4,416
| – | – | 0.1% | 121 |
|
|
2020
Q2 | $375K | Hold |
4,416
| – | – | 0.1% | 120 |
|
|
2020
Q1 | $304K | Buy |
4,416
+586
| +15% | +$40.3K | 0.09% | 131 |
|
|
2019
Q4 | $370K | Hold |
3,830
| – | – | 0.09% | 132 |
|
|
2019
Q3 | $342K | Buy |
+3,830
| New | +$342K | 0.09% | 128 |
|