Strategic Family Wealth Counselors’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 | $733K | Buy |
5,512
+2,444
| +80% | +$325K | 0.21% | 73 |
|
|
2025
Q1 | $382K | Sell |
3,068
-3,005
| -49% | -$374K | 0.12% | 98 |
|
|
2024
Q4 | $822K | Buy |
+6,073
| New | +$822K | 0.27% | 65 |
|
|
2023
Q4 | – | Sell |
-2,168
| Closed | -$238K | – | 119 |
|
|
2023
Q3 | $238K | Hold |
2,168
| – | – | 0.11% | 90 |
|
|
2023
Q2 | $249K | Hold |
2,168
| – | – | 0.11% | 89 |
|
|
2023
Q1 | $238K | Sell |
2,168
-18,540
| -90% | -$2.04M | 0.11% | 90 |
|
|
2022
Q4 | $2.24M | Buy |
+20,708
| New | +$2.24M | 1.11% | 30 |
|