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 |
|