ShoreHaven Wealth Partners’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
$301K Hold
2,259
0.12% 78
2025
Q1
$281K Sell
2,259
-117
-5% -$14.6K 0.13% 79
2024
Q4
$322K Sell
2,376
-3
-0.1% -$406 0.15% 71
2024
Q3
$332K Sell
2,379
-35
-1% -$4.88K 0.16% 64
2024
Q2
$310K Buy
2,414
+10
+0.4% +$1.28K 0.16% 64
2024
Q1
$314K Sell
2,404
-45
-2% -$5.88K 0.17% 66
2023
Q4
$306K Sell
2,449
-142
-5% -$17.8K 0.19% 63
2023
Q3
$284K Sell
2,591
-210
-7% -$23K 0.2% 59
2023
Q2
$322K Sell
2,801
-4,592
-62% -$528K 0.22% 50
2023
Q1
$813K Sell
7,393
-1,300
-15% -$143K 0.57% 36
2022
Q4
$939K Sell
8,693
-347
-4% -$37.5K 0.66% 40
2022
Q3
$919K Buy
9,040
+530
+6% +$53.9K 0.7% 36
2022
Q2
$896K Buy
+8,510
New +$896K 0.64% 38