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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.15M	Sell	16,414 -457	-3%	-$57K	0.24%	41
2023 Q4	$2.11M	Buy	16,871 +1,929	+13%	+$216K	0.27%	39
2023 Q3	$1.64M	Buy	14,942 +254	+2%	+$29.3K	0.24%	35
2023 Q2	$1.69M	Sell	14,688 -18	-0.1%	-$1.97K	0.24%	35
2023 Q1	$1.55M	Buy	14,706 +1,556	+12%	+$175K	0.25%	33
2022 Q4	$1.42M	Buy	13,150 +648	+5%	+$71.2K	0.3%	24
2022 Q3	$1.27M	Buy	12,502 +15	+0.1%	+$1.68K	0.3%	25
2022 Q2	$1.31M	Buy	12,487 +5,774	+86%	+$655K	0.29%	25
2022 Q1	$840K	Buy	6,713 +247	+4%	+$31.1K	0.16%	31
2021 Q4	$898K	Buy	6,466 +458	+8%	+$62.4K	0.16%	35
2021 Q3	$781K	Buy	+6,008	New	+$792K	0.15%	38
2021 Q1	$738K	Buy	5,758 +12	+0.2%	+$1.52K	0.15%	38
2020 Q4	$656K	Buy	5,746 +2	+0%	+$204	0.14%	37
2020 Q3	$507K	Buy	5,744 +96	+2%	+$8.59K	0.12%	36
2020 Q2	$479K	Buy	5,648 +134	+2%	+$10.4K	0.12%	42
2020 Q1	$380K	Sell	5,514 -222	-4%	-$19.6K	0.11%	41
2019 Q4	$554K	Sell	5,736 -1,414	-20%	-$131K	0.13%	38
2019 Q3	$638K	Hold	7,150	–	–	0.18%	26
2019 Q2	$652K	Buy	7,150 +458	+7%	+$41.2K	0.19%	25
2019 Q1	$597K	Sell	6,692 -1,418	-17%	-$125K	0.19%	23
2018 Q4	$654K	Buy	8,110 +4,120	+103%	+$367K	0.25%	20
2018 Q3	$402	Buy	+3,990	New	+$401K	0.01%	27