Montecito Bank & Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $775K | Buy |
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|
2025
Q1 | $640K | Sell |
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|
2024
Q4 | $700K | Sell |
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|
2024
Q3 | $729K | Sell |
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $723K | Sell |
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|
2023
Q4 | $710K | Sell |
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|
2023
Q3 | $633K | Hold |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $638K | Sell |
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|
2022
Q4 | $635K | Hold |
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|
2022
Q3 | $597K | Sell |
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|
2022
Q2 | $640K | Sell |
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|
2022
Q1 | $800K | Hold |
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|
2021
Q4 | $889K | Hold |
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|
2021
Q3 | $833K | Hold |
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|
2021
Q2 | $849K | Hold |
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|
2021
Q1 | $821K | Hold |
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|
2020
Q4 | $731K | Hold |
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|
2020
Q3 | $565K | Hold |
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|
2020
Q2 | $543K | Hold |
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|
2020
Q1 | $441K | Hold |
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|
2019
Q4 | $619K | Hold |
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|
2019
Q3 | $571K | Sell |
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|
2019
Q2 | $748K | Sell |
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|
2019
Q1 | $737K | Sell |
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|
2018
Q4 | $675K | Hold |
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|
2018
Q3 | $844K | Buy |
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|
2018
Q2 | $767K | Buy |
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|
2018
Q1 | $459K | Hold |
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|
2017
Q4 | $449K | Hold |
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|
2017
Q3 | $434K | Sell |
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|
2017
Q2 | $427K | Hold |
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|
2017
Q1 | $420K | Hold |
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|
2016
Q4 | $411K | Hold |
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|
2016
Q3 | $376K | Hold |
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|
2016
Q2 | $352K | Hold |
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|
2016
Q1 | $340K | Hold |
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|
2015
Q4 | $341K | Hold |
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|
2015
Q3 | $329K | Hold |
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|
2015
Q2 | $357K | Hold |
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|
2015
Q1 | $357K | Hold |
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|
2014
Q4 | $335K | Buy |
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|
2014
Q3 | $201K | Hold |
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|
2014
Q2 | $216K | Buy |
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