Oxford Financial Group’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 | $143K | Buy |
1,077
+1
| +0.1% | +$133 | 0.01% | 215 |
|
|
2025
Q1 | $134K | Buy |
1,076
+1
| +0.1% | +$124 | 0.01% | 219 |
|
|
2024
Q4 | $145K | Buy |
1,075
+1
| +0.1% | +$135 | 0.01% | 253 |
|
|
2024
Q3 | $150K | Buy |
1,074
+2
| +0.2% | +$279 | 0.01% | 247 |
|
|
2024
Q2 | $138K | Buy |
1,072
+1
| +0.1% | +$128 | 0.01% | 265 |
|
|
2024
Q1 | $140K | Buy |
1,071
+1
| +0.1% | +$131 | 0.01% | 227 |
|
|
2023
Q4 | $134K | Buy |
1,070
+2
| +0.2% | +$250 | 0.01% | 238 |
|
|
2023
Q3 | $117K | Hold |
1,068
| – | – | 0.01% | 224 |
|
|
2023
Q2 | $123K | Buy |
1,068
+1
| +0.1% | +$115 | 0.01% | 238 |
|
|
2023
Q1 | $117K | Buy |
1,067
+1
| +0.1% | +$110 | 0.01% | 198 |
|
|
2022
Q4 | $115K | Buy |
1,066
+2
| +0.2% | +$216 | 0.01% | 197 |
|
|
2022
Q3 | $108K | Buy |
1,064
+408
| +62% | +$41.4K | 0.02% | 179 |
|
|
2022
Q2 | $69K | Sell |
656
-232
| -26% | -$24.4K | 0.01% | 214 |
|
|
2022
Q1 | $111K | Hold |
888
| – | – | 0.01% | 202 |
|
|
2021
Q4 | $123K | Buy |
888
+232
| +35% | +$32.1K | 0.01% | 210 |
|
|
2021
Q3 | $85K | Buy |
656
+496
| +310% | +$64.3K | 0.01% | 200 |
|
|
2021
Q2 | $21K | Hold |
160
| – | – | ﹤0.01% | 209 |
|
|
2021
Q1 | $21K | Buy |
+160
| New | +$21K | ﹤0.01% | 198 |
|
|
2020
Q2 | – | Sell |
-34
| Closed | -$2K | – | 199 |
|
|
2020
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 195 |
|