Sowell Financial Services’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 | $4.15M | Buy |
31,197
+1,219
| +4% | +$162K | 0.17% | 125 |
|
|
2025
Q1 | $3.73M | Buy |
29,978
+1,789
| +6% | +$223K | 0.17% | 126 |
|
|
2024
Q4 | $3.82M | Buy |
28,189
+16,843
| +148% | +$2.28M | 0.2% | 117 |
|
|
2024
Q3 | $1.58M | Buy |
+11,346
| New | +$1.58M | 0.07% | 273 |
|
|
2024
Q1 | – | Sell |
-10,349
| Closed | -$1.3M | – | 560 |
|
|
2023
Q4 | $1.3M | Buy |
+10,349
| New | +$1.3M | 0.07% | 291 |
|
|
2023
Q2 | – | Sell |
-6,816
| Closed | -$749K | – | 677 |
|
|
2023
Q1 | $749K | Sell |
6,816
-5,422
| -44% | -$596K | 0.06% | 349 |
|
|
2022
Q4 | $1.32M | Buy |
+12,238
| New | +$1.32M | 0.09% | 264 |
|
|
2021
Q2 | – | Sell |
-8,399
| Closed | -$1.09M | – | 1563 |
|
|
2021
Q1 | $1.09M | Buy |
8,399
+994
| +13% | +$129K | 0.04% | 391 |
|
|
2020
Q4 | $846K | Sell |
7,405
-77
| -1% | -$8.8K | 0.04% | 370 |
|
|
2020
Q3 | $660K | Sell |
7,482
-256
| -3% | -$22.6K | 0.03% | 392 |
|
|
2020
Q2 | $657K | Sell |
7,738
-684
| -8% | -$58.1K | 0.04% | 378 |
|
|
2020
Q1 | $580K | Sell |
8,422
-580
| -6% | -$39.9K | 0.04% | 361 |
|
|
2019
Q4 | $870K | Buy |
9,002
+2,188
| +32% | +$211K | 0.07% | 299 |
|
|
2019
Q3 | $608K | Buy |
+6,814
| New | +$608K | 0.05% | 354 |
|
|
2019
Q1 | $686K | Sell |
7,684
-778
| -9% | -$69.5K | 0.08% | 261 |
|
|
2018
Q4 | $683K | Buy |
+8,462
| New | +$683K | 0.1% | 218 |
|
|
2018
Q3 | – | Sell |
-27,534
| Closed | -$2.74M | – | 407 |
|
|
2018
Q2 | $2.74M | Sell |
27,534
-2,352
| -8% | -$234K | 0.58% | 44 |
|
|
2018
Q1 | $2.63M | Buy |
29,886
+9,818
| +49% | +$864K | 0.66% | 40 |
|
|
2017
Q4 | $1.76M | Buy |
20,068
+182
| +0.9% | +$16K | 0.43% | 62 |
|
|
2017
Q3 | $1.65M | Buy |
19,886
+168
| +0.9% | +$13.9K | 0.43% | 59 |
|
|
2017
Q2 | $1.54M | Sell |
19,718
-8,590
| -30% | -$669K | 0.44% | 57 |
|
|
2017
Q1 | $2.16M | Buy |
28,308
+3,024
| +12% | +$231K | 0.64% | 47 |
|
|
2016
Q4 | $1.96M | Buy |
+25,284
| New | +$1.96M | 0.65% | 44 |
|