Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,990
| Closed | -$1M | – | 29 |
|
|
2022
Q1 | $1M | Hold |
7,990
| – | – | 0.44% | 27 |
|
|
2021
Q4 | $1.11M | Sell |
7,990
-1,364
| -15% | -$189K | 0.46% | 28 |
|
|
2021
Q3 | $1.22M | Sell |
9,354
-150
| -2% | -$19.5K | 0.51% | 27 |
|
|
2021
Q2 | $1.26M | Sell |
9,504
-150
| -2% | -$19.9K | 0.51% | 26 |
|
|
2021
Q1 | $1.24M | Sell |
9,654
-160
| -2% | -$20.5K | 0.56% | 26 |
|
|
2020
Q4 | $1.12M | Sell |
9,814
-864
| -8% | -$98.7K | 0.52% | 22 |
|
|
2020
Q3 | $942K | Sell |
10,678
-986
| -8% | -$87K | 0.49% | 23 |
|
|
2020
Q2 | $990K | Sell |
11,664
-2,480
| -18% | -$210K | 0.54% | 21 |
|
|
2020
Q1 | $975K | Sell |
14,144
-8,058
| -36% | -$555K | 0.59% | 21 |
|
|
2019
Q4 | $2.15M | Sell |
22,202
-2,614
| -11% | -$253K | 0.92% | 17 |
|
|
2019
Q3 | $2.21M | Sell |
24,816
-33,470
| -57% | -$2.98M | 1.02% | 18 |
|
|
2019
Q2 | $4.76M | Buy |
58,286
+10,290
| +21% | +$841K | 2.28% | 10 |
|
|
2019
Q1 | $3.93M | Buy |
+47,996
| New | +$3.93M | 2.09% | 12 |
|