Phillips Financial 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 | $87.9K | Hold |
661
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $82.3K | Hold |
661
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $89.5K | Hold |
661
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $92.2K | Hold |
661
| – | – | 0.01% | 205 |
|
|
2024
Q2 | $84.9K | Sell |
661
-40
| -6% | -$5.14K | 0.01% | 206 |
|
|
2024
Q1 | $91.6K | Hold |
701
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $87.7K | Sell |
701
-47
| -6% | -$5.88K | 0.01% | 183 |
|
|
2023
Q3 | $82K | Hold |
748
| – | – | 0.01% | 180 |
|
|
2023
Q2 | $86K | Sell |
748
-924
| -55% | -$106K | 0.01% | 178 |
|
|
2023
Q1 | $184K | Hold |
1,672
| – | – | 0.02% | 165 |
|
|
2022
Q4 | $181K | Hold |
1,672
| – | – | 0.02% | 152 |
|
|
2022
Q3 | $170K | Buy |
+1,672
| New | +$170K | 0.02% | 150 |
|
|
2022
Q2 | – | Sell |
-1,672
| Closed | -$209K | – | 123 |
|
|
2022
Q1 | $209K | Buy |
+1,672
| New | +$209K | 0.02% | 137 |
|