Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,891
| Closed | -$246K | – | 132 |
|
|
2021
Q3 | $246K | Sell |
1,891
-86,495
| -98% | -$11.3M | 0.11% | 120 |
|
|
2021
Q2 | $11.7M | Buy |
88,386
+14,998
| +20% | +$1.99M | 5.12% | 4 |
|
|
2021
Q1 | $9.41M | Buy |
+73,388
| New | +$9.41M | 4.94% | 6 |
|
|
2019
Q1 | – | Sell |
-120,698
| Closed | -$9.74M | – | 75 |
|
|
2018
Q4 | $9.74M | Sell |
120,698
-51,260
| -30% | -$4.13M | 6.55% | 4 |
|
|
2018
Q3 | $17.3M | Buy |
171,958
+72,700
| +73% | +$7.33M | 9.16% | 3 |
|
|
2018
Q2 | $9.38M | Buy |
+99,258
| New | +$9.38M | 4.99% | 6 |
|
|
2018
Q1 | – | Sell |
-136,900
| Closed | -$11.6M | – | 69 |
|
|
2017
Q4 | $11.6M | Buy |
+136,900
| New | +$11.6M | 5.37% | 3 |
|
|
2017
Q2 | – | Sell |
-218,940
| Closed | -$16.8M | – | 73 |
|
|
2017
Q1 | $16.8M | Buy |
218,940
+62,380
| +40% | +$4.77M | 10.37% | 3 |
|
|
2016
Q4 | $11.7M | Buy |
+156,560
| New | +$11.7M | 7.19% | 3 |
|