Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,019
| Closed | -$503K | – | 281 |
|
|
2022
Q1 | $503K | Buy |
4,019
+3,609
| +880% | +$452K | 0.14% | 64 |
|
|
2021
Q4 | $57K | Hold |
410
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $53K | Hold |
410
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $54K | Hold |
410
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $52K | Sell |
410
-22
| -5% | -$2.79K | 0.02% | 248 |
|
|
2020
Q4 | $49K | Buy |
+432
| New | +$49K | 0.01% | 223 |
|
|
2020
Q2 | – | Sell |
-52
| Closed | -$4K | – | 475 |
|
|
2020
Q1 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 362 |
|
|
2019
Q2 | – | Sell |
-28
| Closed | -$3K | – | 532 |
|
|
2019
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 371 |
|
|
2017
Q4 | – | Sell |
-822
| Closed | -$68K | – | 522 |
|
|
2017
Q3 | $68K | Hold |
822
| – | – | 0.02% | 232 |
|
|
2017
Q2 | $64K | Hold |
822
| – | – | 0.04% | 110 |
|
|
2017
Q1 | $63K | Buy |
+822
| New | +$63K | 0.04% | 137 |
|