Principle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
5,157
-20,961
| -80% | -$2.79M | 0.04% | 196 |
|
|
2025
Q1 | $3.25M | Buy |
26,118
+2,785
| +12% | +$347K | 0.23% | 93 |
|
|
2024
Q4 | $3.16M | Buy |
23,333
+897
| +4% | +$121K | 0.22% | 97 |
|
|
2024
Q3 | $3.13M | Buy |
22,436
+5,980
| +36% | +$834K | 0.22% | 100 |
|
|
2024
Q2 | $2.11M | Buy |
16,456
+7,135
| +77% | +$916K | 0.16% | 118 |
|
|
2024
Q1 | $1.22M | Buy |
9,321
+631
| +7% | +$82.5K | 0.1% | 141 |
|
|
2023
Q4 | $1.09M | Buy |
8,690
+5,253
| +153% | +$657K | 0.09% | 149 |
|
|
2023
Q3 | $377K | Sell |
3,437
-232
| -6% | -$25.4K | 0.04% | 232 |
|
|
2023
Q2 | $422K | Sell |
3,669
-490
| -12% | -$56.3K | 0.04% | 220 |
|
|
2023
Q1 | $457K | Sell |
4,159
-289
| -6% | -$31.8K | 0.05% | 203 |
|
|
2022
Q4 | $481K | Hold |
4,448
| – | – | 0.05% | 197 |
|
|
2022
Q3 | $452 | Buy |
4,448
+692
| +18% | +$70 | 0.04% | 191 |
|
|
2022
Q2 | $396K | Sell |
3,756
-219
| -6% | -$23.1K | 0.05% | 214 |
|
|
2022
Q1 | $497K | Sell |
3,975
-469
| -11% | -$58.6K | 0.05% | 202 |
|
|
2021
Q4 | $617K | Sell |
4,444
-1,326
| -23% | -$184K | 0.06% | 181 |
|
|
2021
Q3 | $750K | Hold |
5,770
| – | – | 0.09% | 154 |
|
|
2021
Q2 | $765K | Hold |
5,770
| – | – | 0.09% | 154 |
|
|
2021
Q1 | $740K | Buy |
5,770
+28
| +0.5% | +$3.59K | 0.09% | 150 |
|
|
2020
Q4 | $656K | Buy |
+5,742
| New | +$656K | 0.09% | 152 |
|
|
2020
Q3 | – | Sell |
-484
| Closed | -$41K | – | 283 |
|
|
2020
Q2 | $41K | Buy |
+484
| New | +$41K | 0.01% | 297 |
|