Soltis Investment 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 | $2.19M | Buy |
16,457
+918
| +6% | +$122K | 0.17% | 123 |
|
|
2025
Q1 | $1.93M | Sell |
15,539
-10,635
| -41% | -$1.32M | 0.17% | 126 |
|
|
2024
Q4 | $3.54M | Buy |
26,174
+1,273
| +5% | +$172K | 0.33% | 86 |
|
|
2024
Q3 | $3.47M | Buy |
24,901
+838
| +3% | +$117K | 0.34% | 86 |
|
|
2024
Q2 | $3.09M | Buy |
24,063
+830
| +4% | +$107K | 0.33% | 88 |
|
|
2024
Q1 | $3.04M | Buy |
23,233
+664
| +3% | +$86.8K | 0.34% | 93 |
|
|
2023
Q4 | $2.82M | Buy |
22,569
+173
| +0.8% | +$21.6K | 0.32% | 91 |
|
|
2023
Q3 | $2.46M | Buy |
22,396
+788
| +4% | +$86.4K | 0.32% | 93 |
|
|
2023
Q2 | $2.48M | Buy |
21,608
+6,018
| +39% | +$692K | 0.29% | 92 |
|
|
2023
Q1 | $1.71M | Buy |
15,590
+548
| +4% | +$60.2K | 0.22% | 116 |
|
|
2022
Q4 | $1.63M | Sell |
15,042
-4,174
| -22% | -$451K | 0.21% | 110 |
|
|
2022
Q3 | $1.95M | Sell |
19,216
-391
| -2% | -$39.8K | 0.29% | 85 |
|
|
2022
Q2 | $2.07M | Buy |
19,607
+4,058
| +26% | +$427K | 0.3% | 80 |
|
|
2022
Q1 | $1.95M | Sell |
15,549
-997
| -6% | -$125K | 0.27% | 85 |
|
|
2021
Q4 | $2.3M | Buy |
16,546
+2,244
| +16% | +$312K | 0.32% | 66 |
|
|
2021
Q3 | $1.86M | Buy |
14,302
+15
| +0.1% | +$1.95K | 0.29% | 72 |
|
|
2021
Q2 | $1.9M | Buy |
14,287
+2,462
| +21% | +$327K | 0.3% | 70 |
|
|
2021
Q1 | $1.52M | Buy |
11,825
+2,536
| +27% | +$325K | 0.28% | 73 |
|
|
2020
Q4 | $1.06M | Buy |
9,289
+409
| +5% | +$46.7K | 0.2% | 86 |
|
|
2020
Q3 | $783K | Buy |
8,880
+1,526
| +21% | +$135K | 0.18% | 95 |
|
|
2020
Q2 | $624K | Buy |
7,354
+670
| +10% | +$56.9K | 0.16% | 100 |
|
|
2020
Q1 | $461K | Sell |
6,684
-450
| -6% | -$31K | 0.14% | 83 |
|
|
2019
Q4 | $690K | Buy |
+7,134
| New | +$690K | 0.13% | 66 |
|