Signature Wealth Management 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 | $734K | Hold |
5,515
| – | – | 0.42% | 46 |
|
|
2025
Q1 | $687K | Hold |
5,515
| – | – | 0.45% | 42 |
|
|
2024
Q4 | $747K | Sell |
5,515
-22
| -0.4% | -$2.98K | 0.51% | 40 |
|
|
2024
Q3 | $772K | Hold |
5,537
| – | – | 0.56% | 37 |
|
|
2024
Q2 | $711K | Hold |
5,537
| – | – | 0.54% | 38 |
|
|
2024
Q1 | $724K | Hold |
5,537
| – | – | 0.59% | 38 |
|
|
2023
Q4 | $693K | Sell |
5,537
-678
| -11% | -$84.8K | 0.61% | 39 |
|
|
2023
Q3 | $682K | Sell |
6,215
-871
| -12% | -$95.5K | 0.67% | 36 |
|
|
2023
Q2 | $814K | Sell |
7,086
-420
| -6% | -$48.3K | 0.75% | 33 |
|
|
2023
Q1 | $825K | Sell |
7,506
-3,585
| -32% | -$394K | 0.77% | 34 |
|
|
2022
Q4 | $1.2M | Sell |
11,091
-459
| -4% | -$49.6K | 1.18% | 22 |
|
|
2022
Q3 | $1.17M | Sell |
11,550
-37
| -0.3% | -$3.76K | 1.29% | 19 |
|
|
2022
Q2 | $1.22M | Sell |
11,587
-450
| -4% | -$47.4K | 1.25% | 21 |
|
|
2022
Q1 | $1.51M | Sell |
12,037
-470
| -4% | -$58.8K | 1.28% | 19 |
|
|
2021
Q4 | $1.74M | Sell |
12,507
-295
| -2% | -$40.9K | 1.47% | 15 |
|
|
2021
Q3 | $1.67M | Hold |
12,802
| – | – | 1.51% | 17 |
|
|
2021
Q2 | $1.7M | Sell |
12,802
-438
| -3% | -$58.1K | 1.54% | 15 |
|
|
2021
Q1 | $1.7M | Sell |
13,240
-1,038
| -7% | -$133K | 1.63% | 15 |
|
|
2020
Q4 | $1.63M | Buy |
+14,278
| New | +$1.63M | 1.63% | 16 |
|