Paragon Private Wealth Management’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
$1.17M Hold
8,771
0.46% 60
2025
Q1
$1.09M Sell
8,771
-572
-6% -$71.2K 0.51% 61
2024
Q4
$1.26M Hold
9,343
0.58% 51
2024
Q3
$1.3M Buy
9,343
+1,717
+23% +$240K 0.65% 46
2024
Q2
$979K Hold
7,626
0.55% 53
2024
Q1
$997K Hold
7,626
0.59% 55
2023
Q4
$954K Hold
7,626
0.66% 51
2023
Q3
$836K Hold
7,626
0.69% 53
2023
Q2
$876K Hold
7,626
0.7% 50
2023
Q1
$838K Hold
7,626
0.71% 46
2022
Q4
$824K Hold
7,626
0.74% 43
2022
Q3
$834K Buy
7,626
+738
+11% +$80.7K 0.81% 39
2022
Q2
$725K Hold
6,888
0.77% 41
2022
Q1
$803K Hold
6,888
0.78% 39
2021
Q4
$956K Buy
+6,888
New +$956K 0.85% 35