Steward Partners Investment Advisory’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
$8.93M Sell
67,133
-51
-0.1% -$6.79K 0.07% 277
2025
Q1
$8.36M Sell
67,184
-752
-1% -$93.6K 0.07% 275
2024
Q4
$9.2M Sell
67,936
-720
-1% -$97.5K 0.08% 232
2024
Q3
$9.58M Sell
68,656
-219
-0.3% -$30.5K 0.09% 223
2024
Q2
$8.85M Sell
68,875
-1,130
-2% -$145K 0.09% 220
2024
Q1
$9.15M Buy
70,005
+7,477
+12% +$977K 0.1% 211
2023
Q4
$7.82M Buy
62,528
+3,517
+6% +$440K 0.11% 206
2023
Q3
$6.47M Sell
59,011
-1,389
-2% -$152K 0.1% 209
2023
Q2
$6.94M Sell
60,400
-954
-2% -$110K 0.1% 204
2023
Q1
$6.75M Sell
61,354
-26,818
-30% -$2.95M 0.11% 204
2022
Q4
$9.53M Buy
88,172
+45
+0.1% +$4.86K 0.16% 147
2022
Q3
$8.96M Buy
88,127
+23,170
+36% +$2.36M 0.17% 145
2022
Q2
$6.84M Buy
64,957
+1,429
+2% +$150K 0.13% 184
2022
Q1
$7.95M Buy
63,528
+11,388
+22% +$1.42M 0.12% 188
2021
Q4
$7.24M Buy
52,140
+870
+2% +$121K 0.11% 199
2021
Q3
$6.67M Buy
51,270
+1,065
+2% +$138K 0.11% 201
2021
Q2
$6.66M Sell
50,205
-8,507
-14% -$1.13M 0.11% 193
2021
Q1
$7.53M Buy
58,712
+4,293
+8% +$550K 0.13% 167
2020
Q4
$6.21M Sell
54,419
-541
-1% -$61.8K 0.13% 165
2020
Q3
$4.85M Buy
54,960
+892
+2% +$78.7K 0.12% 181
2020
Q2
$4.59M Sell
54,068
-748
-1% -$63.5K 0.13% 178
2020
Q1
$3.78M Sell
54,816
-2,454
-4% -$169K 0.14% 171
2019
Q4
$5.54M Sell
57,270
-168
-0.3% -$16.2K 0.16% 138
2019
Q3
$5.12M Sell
57,438
-456
-0.8% -$40.7K 0.17% 135
2019
Q2
$5.28M Sell
57,894
-502
-0.9% -$45.8K 0.19% 125
2019
Q1
$5.21M Buy
58,396
+4,964
+9% +$443K 0.22% 111
2018
Q4
$4.31M Buy
53,432
+33,096
+163% +$2.67M 0.21% 117
2018
Q3
$2.05M Buy
20,336
+146
+0.7% +$14.7K 0.1% 220
2018
Q2
$1.91M Buy
20,190
+4,046
+25% +$382K 0.11% 203
2018
Q1
$1.4M Buy
16,144
+780
+5% +$67.8K 0.1% 218
2017
Q4
$1.31M Buy
15,364
+1,110
+8% +$94.4K 0.1% 202
2017
Q3
$1.17M Hold
14,254
0.12% 169
2017
Q2
$1.11M Buy
14,254
+4,014
+39% +$313K 0.12% 165
2017
Q1
$783K Buy
+10,240
New +$783K 0.12% 155