Planning Center Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,321
| Closed | -$416K | – | 60 |
|
|
2023
Q4 | $416K | Sell |
3,321
-54
| -2% | -$6.76K | 0.1% | 38 |
|
|
2023
Q3 | $370K | Hold |
3,375
| – | – | 0.1% | 40 |
|
|
2023
Q2 | $388K | Sell |
3,375
-53
| -2% | -$6.09K | 0.1% | 43 |
|
|
2023
Q1 | $375K | Hold |
3,428
| – | – | 0.1% | 40 |
|
|
2022
Q4 | $370K | Hold |
3,428
| – | – | 0.11% | 42 |
|
|
2022
Q3 | $356K | Hold |
3,428
| – | – | 0.28% | 27 |
|
|
2022
Q2 | $364K | Hold |
3,428
| – | – | 0.29% | 26 |
|
|
2022
Q1 | $429K | Hold |
3,428
| – | – | 1.23% | 19 |
|
|
2021
Q4 | $428K | Buy |
+3,428
| New | +$428K | 0.34% | 28 |
|