SFP
Sterling Financial Planning’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
123,791
+5,855
| +5% | +$779K | 5.5% | 4 |
|
|
2025
Q1 | $14.7M | Buy |
117,936
+5,558
| +5% | +$692K | 5.33% | 3 |
|
|
2024
Q4 | $15.2M | Sell |
112,378
-902
| -0.8% | -$122K | 5.6% | 4 |
|
|
2024
Q3 | $15.8M | Buy |
113,280
+3,365
| +3% | +$469K | 5.83% | 3 |
|
|
2024
Q2 | $14.1M | Buy |
109,915
+1,451
| +1% | +$186K | 5.73% | 4 |
|
|
2024
Q1 | $14.2M | Buy |
108,464
+226
| +0.2% | +$29.5K | 5.75% | 4 |
|
|
2023
Q4 | $13.5M | Buy |
108,238
+3,311
| +3% | +$414K | 5.86% | 2 |
|
|
2023
Q3 | $11.5M | Buy |
104,927
+1,147
| +1% | +$126K | 5.89% | 4 |
|
|
2023
Q2 | $11.9M | Buy |
103,780
+10,673
| +11% | +$1.23M | 5.91% | 5 |
|
|
2023
Q1 | $10.2M | Buy |
93,107
+6,383
| +7% | +$702K | 5.56% | 4 |
|
|
2022
Q4 | $9.37M | Buy |
86,724
+3,533
| +4% | +$382K | 5.59% | 3 |
|
|
2022
Q3 | $8.46M | Buy |
83,191
+6,651
| +9% | +$676K | 5.93% | 3 |
|
|
2022
Q2 | $8.06M | Buy |
76,540
+3,966
| +5% | +$418K | 5.67% | 4 |
|
|
2022
Q1 | $9.08M | Buy |
72,574
+3,751
| +5% | +$469K | 5.72% | 5 |
|
|
2021
Q4 | $9.55M | Buy |
68,823
+105
| +0.2% | +$14.6K | 5.97% | 4 |
|
|
2021
Q3 | $8.94M | Buy |
68,718
+654
| +1% | +$85K | 5.69% | 4 |
|
|
2021
Q2 | $9.03M | Buy |
68,064
+1,585
| +2% | +$210K | 5.86% | 4 |
|
|
2021
Q1 | $8.53M | Buy |
66,479
+1,939
| +3% | +$249K | 6.08% | 3 |
|
|
2020
Q4 | $7.37M | Buy |
+64,540
| New | +$7.37M | 5.93% | 4 |
|