Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.15M | Sell |
16,414
-457
| -3% | -$59.7K | 0.24% | 41 |
|
|
2023
Q4 | $2.11M | Buy |
16,871
+1,929
| +13% | +$241K | 0.27% | 39 |
|
|
2023
Q3 | $1.64M | Buy |
14,942
+254
| +2% | +$28K | 0.24% | 35 |
|
|
2023
Q2 | $1.69M | Sell |
14,688
-18
| -0.1% | -$2.07K | 0.24% | 35 |
|
|
2023
Q1 | $1.55M | Buy |
14,706
+1,556
| +12% | +$164K | 0.25% | 33 |
|
|
2022
Q4 | $1.42M | Buy |
13,150
+648
| +5% | +$70K | 0.3% | 24 |
|
|
2022
Q3 | $1.27M | Buy |
12,502
+15
| +0.1% | +$1.53K | 0.3% | 25 |
|
|
2022
Q2 | $1.32M | Buy |
12,487
+5,774
| +86% | +$608K | 0.29% | 25 |
|
|
2022
Q1 | $840K | Buy |
6,713
+247
| +4% | +$30.9K | 0.16% | 31 |
|
|
2021
Q4 | $898K | Buy |
6,466
+458
| +8% | +$63.6K | 0.16% | 35 |
|
|
2021
Q3 | $781K | Buy |
+6,008
| New | +$781K | 0.15% | 38 |
|
|
2021
Q1 | $738K | Buy |
5,758
+12
| +0.2% | +$1.54K | 0.15% | 38 |
|
|
2020
Q4 | $656K | Buy |
5,746
+2
| +0% | +$228 | 0.14% | 37 |
|
|
2020
Q3 | $507K | Buy |
5,744
+96
| +2% | +$8.47K | 0.12% | 36 |
|
|
2020
Q2 | $479K | Buy |
5,648
+134
| +2% | +$11.4K | 0.12% | 42 |
|
|
2020
Q1 | $380K | Sell |
5,514
-222
| -4% | -$15.3K | 0.11% | 41 |
|
|
2019
Q4 | $554K | Sell |
5,736
-1,414
| -20% | -$137K | 0.13% | 38 |
|
|
2019
Q3 | $638K | Hold |
7,150
| – | – | 0.18% | 26 |
|
|
2019
Q2 | $652K | Buy |
7,150
+458
| +7% | +$41.8K | 0.19% | 25 |
|
|
2019
Q1 | $597K | Sell |
6,692
-1,418
| -17% | -$127K | 0.19% | 23 |
|
|
2018
Q4 | $654K | Buy |
8,110
+4,120
| +103% | +$332K | 0.25% | 20 |
|
|
2018
Q3 | $402 | Buy |
+3,990
| New | +$402 | 0.01% | 27 |
|