Private Wealth Advisors (Pennsylvania)’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
2020
Q1
Sell
-11,060
Closed -$1.09M 113
2019
Q4
$1.09M Buy
11,060
+6,014
+119% +$591K 0.58% 50
2019
Q3
$450K Sell
5,046
-6,944
-58% -$619K 0.23% 96
2019
Q2
$1.09M Buy
11,990
+1,080
+10% +$98.5K 0.39% 65
2019
Q1
$973K Buy
10,910
+600
+6% +$53.5K 0.36% 68
2018
Q4
$832K Buy
10,310
+784
+8% +$63.3K 0.36% 69
2018
Q3
$961K Buy
9,526
+550
+6% +$55.5K 0.36% 71
2018
Q2
$848K Buy
8,976
+446
+5% +$42.1K 0.34% 75
2018
Q1
$741K Hold
8,530
0.3% 80
2017
Q4
$726K Buy
8,530
+710
+9% +$60.4K 0.28% 83
2017
Q3
$643K Hold
7,820
0.26% 86
2017
Q2
$610K Buy
7,820
+520
+7% +$40.6K 0.26% 87
2017
Q1
$559K Buy
7,300
+1,180
+19% +$90.4K 0.25% 87
2016
Q4
$459K Buy
6,120
+800
+15% +$60K 0.21% 90
2016
Q3
$365K Hold
5,320
0.17% 99
2016
Q2
$342K Hold
5,320
0.17% 100
2016
Q1
$330K Hold
5,320
0.18% 97
2015
Q4
$331K Hold
5,320
0.19% 95
2015
Q3
$320K Hold
5,320
0.16% 113
2015
Q2
$348K Hold
5,320
0.16% 111
2015
Q1
$346K Sell
5,320
-3,100
-37% -$202K 0.16% 104
2014
Q4
$515K Hold
8,420
0.25% 85
2014
Q3
$474K Hold
8,420
0.25% 87
2014
Q2
$509K Hold
8,420
0.26% 86
2014
Q1
$501K Hold
8,420
0.27% 82
2013
Q4
$499K Hold
8,420
0.27% 80
2013
Q3
$456K Hold
8,420
0.27% 79
2013
Q2
$408K Buy
+8,420
New +$408K 0.25% 82