Sovereign 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 | $1.54M | Buy |
11,590
+153
| +1% | +$20.4K | 0.42% | 28 |
|
|
2025
Q1 | $1.5M | Sell |
11,437
-104
| -0.9% | -$13.6K | 0.52% | 28 |
|
|
2024
Q4 | $1.56M | Buy |
11,541
+30
| +0.3% | +$4.06K | 0.46% | 32 |
|
|
2024
Q3 | $1.61M | Buy |
11,511
+94
| +0.8% | +$13.1K | 0.53% | 29 |
|
|
2024
Q2 | $1.43M | Sell |
11,417
-20
| -0.2% | -$2.5K | 0.53% | 28 |
|
|
2024
Q1 | $1.5M | Buy |
11,437
+20
| +0.2% | +$2.62K | 0.52% | 29 |
|
|
2023
Q4 | $1.43M | Buy |
11,417
+67
| +0.6% | +$8.39K | 0.53% | 28 |
|
|
2023
Q3 | $1.24M | Hold |
11,350
| – | – | 0.49% | 28 |
|
|
2023
Q2 | $1.3M | Buy |
11,350
+29
| +0.3% | +$3.33K | 0.49% | 29 |
|
|
2023
Q1 | $1.24M | Buy |
11,321
+31
| +0.3% | +$3.41K | 0.49% | 29 |
|
|
2022
Q4 | $1.22M | Buy |
11,290
+78
| +0.7% | +$8.43K | 0.51% | 28 |
|
|
2022
Q3 | $1.14M | Hold |
11,212
| – | – | 0.51% | 28 |
|
|
2022
Q2 | $1.18M | Buy |
11,212
+24
| +0.2% | +$2.53K | 0.51% | 28 |
|
|
2022
Q1 | $1.4M | Buy |
11,188
+19
| +0.2% | +$2.38K | 0.55% | 25 |
|
|
2021
Q4 | $1.55M | Buy |
11,169
+49
| +0.4% | +$6.8K | 0.6% | 25 |
|
|
2021
Q3 | $1.45M | Sell |
11,120
-1,850
| -14% | -$241K | 0.58% | 26 |
|
|
2021
Q2 | $1.72M | Buy |
12,970
+25
| +0.2% | +$3.32K | 0.65% | 26 |
|
|
2021
Q1 | $1.66M | Hold |
12,945
| – | – | 0.66% | 26 |
|
|
2020
Q4 | $1.48M | Sell |
12,945
-54,841
| -81% | -$6.26M | 0.6% | 25 |
|
|
2020
Q3 | $5.98M | Buy |
67,786
+144
| +0.2% | +$12.7K | 2.34% | 11 |
|
|
2020
Q2 | $5.74M | Buy |
67,642
+11,396
| +20% | +$968K | 2.61% | 11 |
|
|
2020
Q1 | $3.88M | Hold |
56,246
| – | – | 2.01% | 12 |
|
|
2019
Q4 | $5.44M | Buy |
+56,246
| New | +$5.44M | 2.47% | 11 |
|