Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-78
| Closed | -$9K | – | 498 |
|
|
2020
Q4 | $9K | Buy |
78
+74
| +1,850% | +$8.54K | ﹤0.01% | 543 |
|
|
2020
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 636 |
|
|
2020
Q1 | – | Sell |
-1,540
| Closed | -$149K | – | 546 |
|
|
2019
Q4 | $149K | Hold |
1,540
| – | – | 0.03% | 234 |
|
|
2019
Q3 | $137K | Buy |
+1,540
| New | +$137K | 0.03% | 250 |
|
|
2018
Q2 | – | Sell |
-372
| Closed | -$32K | – | 583 |
|
|
2018
Q1 | $32K | Buy |
372
+86
| +30% | +$7.4K | 0.01% | 367 |
|
|
2017
Q4 | $24K | Sell |
286
-234
| -45% | -$19.6K | 0.01% | 417 |
|
|
2017
Q3 | $43K | Hold |
520
| – | – | 0.01% | 343 |
|
|
2017
Q2 | $41K | Hold |
520
| – | – | 0.01% | 350 |
|
|
2017
Q1 | $40K | Hold |
520
| – | – | 0.01% | 348 |
|
|
2016
Q4 | $39K | Hold |
520
| – | – | 0.01% | 345 |
|
|
2016
Q3 | $36K | Buy |
+520
| New | +$36K | 0.01% | 308 |
|