SWM
Segment Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+1,600
| New | +$213K | 0.01% | 277 |
|
|
2025
Q1 | – | Sell |
-1,600
| Closed | -$217K | – | 283 |
|
|
2024
Q4 | $217K | Hold |
1,600
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $223K | Hold |
1,600
| – | – | 0.02% | 250 |
|
|
2024
Q2 | $205K | Hold |
1,600
| – | – | 0.02% | 252 |
|
|
2024
Q1 | $209K | Hold |
1,600
| – | – | 0.02% | 246 |
|
|
2023
Q4 | $200K | Buy |
+1,600
| New | +$200K | 0.02% | 244 |
|
|
2022
Q2 | – | Sell |
-1,600
| Closed | -$200K | – | 231 |
|
|
2022
Q1 | $200K | Hold |
1,600
| – | – | 0.02% | 248 |
|
|
2021
Q4 | $222K | Hold |
1,600
| – | – | 0.02% | 240 |
|
|
2021
Q3 | $208K | Hold |
1,600
| – | – | 0.02% | 215 |
|
|
2021
Q2 | $212K | Hold |
1,600
| – | – | 0.03% | 219 |
|
|
2021
Q1 | $205K | Buy |
+1,600
| New | +$205K | 0.03% | 217 |
|