Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3M | Buy |
220,049
+24,452
| +13% | +$3.25M | 0.35% | 52 |
|
|
2025
Q1 | $24.4M | Buy |
195,597
+1,347
| +0.7% | +$168K | 0.34% | 50 |
|
|
2024
Q4 | $26.3M | Sell |
194,250
-713
| -0.4% | -$96.5K | 0.37% | 48 |
|
|
2024
Q3 | $27.2M | Buy |
194,963
+3,969
| +2% | +$554K | 0.39% | 49 |
|
|
2024
Q2 | $24.5M | Sell |
190,994
-2,667
| -1% | -$343K | 0.39% | 47 |
|
|
2024
Q1 | $25.3M | Buy |
193,661
+59,998
| +45% | +$7.84M | 0.41% | 47 |
|
|
2023
Q4 | $16.7M | Buy |
133,663
+3,524
| +3% | +$441K | 0.33% | 52 |
|
|
2023
Q3 | $14.3M | Buy |
130,139
+24,923
| +24% | +$2.73M | 0.32% | 54 |
|
|
2023
Q2 | $12.1M | Buy |
105,216
+1,906
| +2% | +$219K | 0.27% | 58 |
|
|
2023
Q1 | $11.4M | Buy |
103,310
+13,361
| +15% | +$1.47M | 0.27% | 61 |
|
|
2022
Q4 | $10.4M | Buy |
89,949
+17,676
| +24% | +$2.05M | 0.29% | 61 |
|
|
2022
Q3 | $7.35M | Buy |
72,273
+7,129
| +11% | +$725K | 0.28% | 71 |
|
|
2022
Q2 | $6.86M | Buy |
65,144
+21,995
| +51% | +$2.32M | 0.23% | 77 |
|
|
2022
Q1 | $5.4M | Buy |
43,149
+4,756
| +12% | +$595K | 0.21% | 82 |
|
|
2021
Q4 | $5.33M | Buy |
38,393
+1,189
| +3% | +$165K | 0.22% | 78 |
|
|
2021
Q3 | $4.84M | Buy |
37,204
+5,183
| +16% | +$674K | 0.22% | 75 |
|
|
2021
Q2 | $4.25M | Sell |
32,021
-538
| -2% | -$71.4K | 0.2% | 87 |
|
|
2021
Q1 | $4.18M | Buy |
32,559
+4,752
| +17% | +$609K | 0.22% | 81 |
|
|
2020
Q4 | $3.18M | Sell |
27,807
-27,645
| -50% | -$3.16M | 0.23% | 76 |
|
|
2020
Q3 | $2.45M | Buy |
55,452
+30,198
| +120% | +$1.33M | 0.21% | 78 |
|
|
2020
Q2 | $2.14M | Buy |
25,254
+9,150
| +57% | +$777K | 0.2% | 82 |
|
|
2020
Q1 | $1.11M | Sell |
16,104
-9,484
| -37% | -$654K | 0.12% | 102 |
|
|
2019
Q4 | $2.47M | Sell |
25,588
-2,510
| -9% | -$243K | 0.21% | 73 |
|
|
2019
Q3 | $2.51M | Buy |
28,098
+20,076
| +250% | +$1.79M | 0.23% | 75 |
|
|
2019
Q2 | $732K | Sell |
8,022
-664
| -8% | -$60.6K | 0.07% | 133 |
|
|
2019
Q1 | $775K | Buy |
8,686
+2,450
| +39% | +$219K | 0.08% | 114 |
|
|
2018
Q4 | $503K | Sell |
6,236
-320
| -5% | -$25.8K | 0.06% | 135 |
|
|
2018
Q3 | $661K | Buy |
6,556
+690
| +12% | +$69.6K | 0.07% | 128 |
|
|
2018
Q2 | $554K | Buy |
5,866
+370
| +7% | +$34.9K | 0.06% | 161 |
|
|
2018
Q1 | $478K | Hold |
5,496
| – | – | 0.06% | 125 |
|
|
2017
Q4 | $468K | Hold |
5,496
| – | – | 0.07% | 125 |
|
|
2017
Q3 | $452K | Hold |
5,496
| – | – | 0.07% | 131 |
|
|
2017
Q2 | $429K | Buy |
5,496
+1,396
| +34% | +$109K | 0.07% | 138 |
|
|
2017
Q1 | $314K | Hold |
4,100
| – | – | 0.06% | 120 |
|
|
2016
Q4 | $308K | Hold |
4,100
| – | – | 0.06% | 126 |
|
|
2016
Q3 | $281K | Buy |
+4,100
| New | +$281K | 0.06% | 109 |
|
|
2015
Q4 | – | Sell |
-1,864
| Closed | -$112K | – | 273 |
|
|
2015
Q3 | $112K | Buy |
+1,864
| New | +$112K | 0.03% | 174 |
|