Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Hold |
3,492
| – | – | 0.03% | 92 |
|
|
2025
Q1 | $435K | Sell |
3,492
-15
| -0.4% | -$1.87K | 0.04% | 93 |
|
|
2024
Q4 | $475K | Sell |
3,507
-28
| -0.8% | -$3.79K | 0.04% | 94 |
|
|
2024
Q3 | $493K | Buy |
3,535
+36
| +1% | +$5.02K | 0.04% | 80 |
|
|
2024
Q2 | $449K | Sell |
3,499
-112
| -3% | -$14.4K | 0.04% | 86 |
|
|
2024
Q1 | $472K | Hold |
3,611
| – | – | 0.05% | 82 |
|
|
2023
Q4 | $452K | Buy |
3,611
+1,870
| +107% | +$234K | 0.05% | 90 |
|
|
2023
Q3 | $191K | Hold |
1,741
| – | – | 0.02% | 149 |
|
|
2023
Q2 | $200K | Hold |
1,741
| – | – | 0.02% | 153 |
|
|
2023
Q1 | $191K | Sell |
1,741
-15
| -0.9% | -$1.65K | 0.03% | 153 |
|
|
2022
Q4 | $190K | Buy |
1,756
+30
| +2% | +$3.24K | 0.03% | 158 |
|
|
2022
Q3 | $175K | Hold |
1,726
| – | – | 0.03% | 155 |
|
|
2022
Q2 | $182K | Hold |
1,726
| – | – | 0.03% | 159 |
|
|
2022
Q1 | $216K | Sell |
1,726
-208
| -11% | -$26K | 0.04% | 157 |
|
|
2021
Q4 | $268K | Buy |
1,934
+8
| +0.4% | +$1.11K | 0.04% | 148 |
|
|
2021
Q3 | $250K | Buy |
1,926
+200
| +12% | +$26K | 0.06% | 162 |
|
|
2021
Q2 | $229K | Hold |
1,726
| – | – | 0.06% | 159 |
|
|
2021
Q1 | $221K | Buy |
1,726
+138
| +9% | +$17.7K | 0.06% | 156 |
|
|
2020
Q4 | $181K | Hold |
1,588
| – | – | 0.06% | 187 |
|
|
2020
Q3 | $140K | Hold |
1,588
| – | – | 0.05% | 199 |
|
|
2020
Q2 | $135K | Sell |
1,588
-940
| -37% | -$79.9K | 0.05% | 175 |
|
|
2020
Q1 | $174K | Buy |
2,528
+170
| +7% | +$11.7K | 0.08% | 131 |
|
|
2019
Q4 | $228K | Hold |
2,358
| – | – | 0.08% | 140 |
|
|
2019
Q3 | $210K | Hold |
2,358
| – | – | 0.06% | 154 |
|
|
2019
Q2 | $215K | Sell |
2,358
-390
| -14% | -$35.6K | 0.07% | 136 |
|
|
2019
Q1 | $245K | Buy |
2,748
+1,112
| +68% | +$99.1K | 0.08% | 128 |
|
|
2018
Q4 | $132K | Buy |
1,636
+92
| +6% | +$7.42K | 0.05% | 170 |
|
|
2018
Q3 | $156K | Hold |
1,544
| – | – | 0.05% | 166 |
|
|
2018
Q2 | $146K | Sell |
1,544
-540
| -26% | -$51.1K | 0.07% | 190 |
|
|
2018
Q1 | $181K | Hold |
2,084
| – | – | 0.1% | 158 |
|
|
2017
Q4 | $177K | Buy |
2,084
+1,310
| +169% | +$111K | 0.1% | 154 |
|
|
2017
Q3 | $64K | Hold |
774
| – | – | 0.04% | 260 |
|
|
2017
Q2 | $60K | Hold |
774
| – | – | 0.04% | 272 |
|
|
2017
Q1 | $59K | Hold |
774
| – | – | 0.04% | 288 |
|
|
2016
Q4 | $58K | Buy |
774
+662
| +591% | +$49.6K | 0.04% | 299 |
|
|
2016
Q3 | $8K | Hold |
112
| – | – | 0.01% | 618 |
|
|
2016
Q2 | $7K | Hold |
112
| – | – | 0.01% | 574 |
|
|
2016
Q1 | $7K | Hold |
112
| – | – | 0.01% | 536 |
|
|
2015
Q4 | $7K | Hold |
112
| – | – | 0.01% | 645 |
|
|
2015
Q3 | $7K | Hold |
112
| – | – | 0.01% | 530 |
|
|
2015
Q2 | $7K | Hold |
112
| – | – | 0.01% | 571 |
|
|
2015
Q1 | $7K | Hold |
112
| – | – | ﹤0.01% | 563 |
|
|
2014
Q4 | $7K | Hold |
112
| – | – | 0.01% | 602 |
|
|
2014
Q3 | $6K | Buy |
+112
| New | +$6K | 0.01% | 641 |
|