N.E.W. Advisory Services’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
$166K Sell
1,251
-427
-25% -$56.8K 0.02% 200
2025
Q1
$209K Buy
+1,678
New +$209K 0.02% 197
2022
Q2
Sell
-3,264
Closed -$419K 143
2022
Q1
$419K Buy
3,264
+1,146
+54% +$147K 0.08% 85
2021
Q4
$294K Sell
2,118
-135
-6% -$18.7K 0.04% 116
2021
Q3
$293K Sell
2,253
-238
-10% -$31K 0.05% 107
2021
Q2
$330K Sell
2,491
-774
-24% -$103K 0.06% 99
2021
Q1
$425K Sell
3,265
-1,623
-33% -$211K 0.08% 86
2020
Q4
$560K Buy
+4,888
New +$560K 0.12% 84
2019
Q4
$289K Buy
+2,986
New +$289K 0.09% 72