PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.04M | Buy |
+58,462
| New | +$6.04M | 2.3% | 14 |
|
|
2023
Q2 | – | Sell |
-59,864
| Closed | -$6.39M | – | 90 |
|
|
2023
Q1 | $6.39M | Buy |
+59,864
| New | +$6.39M | 2.5% | 12 |
|
|
2022
Q4 | – | Sell |
-52,822
| Closed | -$5.37M | – | 77 |
|
|
2022
Q3 | $5.37M | Buy |
52,822
+12,302
| +30% | +$1.25M | 2.56% | 12 |
|
|
2022
Q2 | $4.27M | Buy |
+40,520
| New | +$4.27M | 2.51% | 9 |
|
|
2019
Q1 | – | Sell |
-22
| Closed | -$2K | – | 735 |
|
|
2018
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 506 |
|