OneDigital 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 | $1.91M | Sell |
14,378
-5,667
| -28% | -$754K | 0.02% | 441 |
|
|
2025
Q1 | $2.5M | Sell |
20,045
-1,518
| -7% | -$189K | 0.03% | 351 |
|
|
2024
Q4 | $2.92M | Sell |
21,563
-1,199
| -5% | -$162K | 0.03% | 340 |
|
|
2024
Q3 | $3.18M | Sell |
22,762
-345
| -1% | -$48.1K | 0.04% | 333 |
|
|
2024
Q2 | $2.97M | Buy |
23,107
+3,521
| +18% | +$452K | 0.04% | 329 |
|
|
2024
Q1 | $2.56M | Sell |
19,586
-287
| -1% | -$37.5K | 0.04% | 283 |
|
|
2023
Q4 | $2.49M | Buy |
19,873
+1,646
| +9% | +$206K | 0.04% | 275 |
|
|
2023
Q3 | $2M | Buy |
18,227
+3,713
| +26% | +$407K | 0.04% | 285 |
|
|
2023
Q2 | $1.67M | Buy |
14,514
+6,414
| +79% | +$737K | 0.04% | 309 |
|
|
2023
Q1 | $890K | Buy |
8,100
+2,271
| +39% | +$250K | 0.02% | 421 |
|
|
2022
Q4 | $630K | Buy |
5,829
+694
| +14% | +$75K | 0.02% | 461 |
|
|
2022
Q3 | $522K | Buy |
5,135
+1,254
| +32% | +$127K | 0.02% | 444 |
|
|
2022
Q2 | $409K | Buy |
+3,881
| New | +$409K | 0.02% | 479 |
|
|
2021
Q3 | – | Sell |
-2,013
| Closed | -$267K | – | 764 |
|
|
2021
Q2 | $267K | Hold |
2,013
| – | – | 0.01% | 582 |
|
|
2021
Q1 | $258K | Buy |
+2,013
| New | +$258K | 0.01% | 541 |
|
|
2018
Q3 | – | Sell |
-128
| Closed | -$12K | – | 1104 |
|
|
2018
Q2 | $12K | Buy |
+128
| New | +$12K | ﹤0.01% | 988 |
|
|
2017
Q3 | – | Sell |
-1,260
| Closed | -$98K | – | 1096 |
|
|
2017
Q2 | $98K | Buy |
+1,260
| New | +$98K | 0.03% | 319 |
|