SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-114
| Closed | -$12K | – | 410 |
|
|
2022
Q3 | $12K | Hold |
114
| – | – | 0.01% | 494 |
|
|
2022
Q2 | $12K | Hold |
114
| – | – | ﹤0.01% | 540 |
|
|
2022
Q1 | $14K | Hold |
114
| – | – | 0.01% | 491 |
|
|
2021
Q4 | $16K | Hold |
114
| – | – | 0.01% | 439 |
|
|
2021
Q3 | $15K | Hold |
114
| – | – | 0.01% | 392 |
|
|
2021
Q2 | $15K | Hold |
114
| – | – | 0.01% | 303 |
|
|
2021
Q1 | $15K | Hold |
114
| – | – | 0.01% | 215 |
|
|
2020
Q4 | $13K | Buy |
114
+44
| +63% | +$5.02K | 0.01% | 219 |
|
|
2020
Q3 | $12K | Sell |
70
-64
| -48% | -$11K | 0.01% | 189 |
|
|
2020
Q2 | $23K | Buy |
+134
| New | +$23K | 0.02% | 161 |
|