Sequoia Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $408K | Buy |
3,064
+422
| +16% | +$56.1K | ﹤0.01% | 1095 |
|
2025
Q1 | $329K | Sell |
2,642
-4,907
| -65% | -$611K | ﹤0.01% | 1018 |
|
2024
Q4 | $1.02M | Buy |
7,549
+5,151
| +215% | +$697K | 0.01% | 571 |
|
2024
Q3 | $335K | Buy |
2,398
+372
| +18% | +$51.9K | ﹤0.01% | 917 |
|
2024
Q2 | $260K | Buy |
2,026
+3
| +0.1% | +$385 | ﹤0.01% | 956 |
|
2024
Q1 | $264K | Sell |
2,023
-8
| -0.4% | -$1.05K | ﹤0.01% | 916 |
|
2023
Q4 | $254K | Buy |
2,031
+133
| +7% | +$16.6K | ﹤0.01% | 996 |
|
2023
Q3 | $208K | Buy |
1,898
+2
| +0.1% | +$219 | ﹤0.01% | 849 |
|
2023
Q2 | $218K | Buy |
+1,896
| New | +$218K | ﹤0.01% | 831 |
|
2022
Q1 | – | Sell |
-1,533
| Closed | -$213K | – | 689 |
|
2021
Q4 | $213K | Buy |
+1,533
| New | +$213K | 0.01% | 538 |
|