Riverpoint Wealth Management Holdings’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
-4,632
Closed -$448K 71
2019
Q4
$448K Buy
4,632
+46
+1% +$4.45K 0.18% 50
2019
Q3
$409K Buy
4,586
+82
+2% +$7.31K 0.18% 43
2019
Q2
$411K Sell
4,504
-4,678
-51% -$427K 0.19% 42
2019
Q1
$819K Buy
9,182
+162
+2% +$14.5K 0.4% 31
2018
Q4
$724K Sell
9,020
-312
-3% -$25K 0.4% 30
2018
Q3
$942K Buy
9,332
+1,288
+16% +$130K 0.48% 24
2018
Q2
$760K Buy
8,044
+1,224
+18% +$116K 0.42% 25
2018
Q1
$593K Buy
6,820
+128
+2% +$11.1K 0.36% 24
2017
Q4
$573K Buy
6,692
+64
+1% +$5.48K 0.36% 23
2017
Q3
$550K Buy
6,628
+4
+0.1% +$332 0.36% 23
2017
Q2
$514K Buy
6,624
+226
+4% +$17.5K 0.36% 22
2017
Q1
$474K Sell
6,398
-48
-0.7% -$3.56K 0.36% 22
2016
Q4
$478K Buy
+6,446
New +$478K 0.39% 21