One Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,480
| Closed | -$400K | – | 207 |
|
|
2023
Q2 | $400K | Sell |
3,480
-1,786
| -34% | -$205K | 0.08% | 125 |
|
|
2023
Q1 | $579K | Sell |
5,266
-4,011
| -43% | -$441K | 0.13% | 86 |
|
|
2022
Q4 | $1M | Sell |
9,277
-1,085
| -10% | -$117K | 0.23% | 65 |
|
|
2022
Q3 | $1.05M | Buy |
10,362
+6,751
| +187% | +$687K | 0.34% | 44 |
|
|
2022
Q2 | $380K | Buy |
+3,611
| New | +$380K | 0.1% | 109 |
|