Sugarloaf Wealth Management’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
Q4 | $20.6K | Hold |
152
| – | – | ﹤0.01% | 401 |
|
|
2024
Q3 | $21.2K | Sell |
152
-2
| -1% | -$279 | ﹤0.01% | 408 |
|
|
2024
Q2 | $19.8K | Hold |
154
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $20.1K | Hold |
154
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $19.3K | Buy |
154
+1
| +0.7% | +$125 | ﹤0.01% | 400 |
|
|
2023
Q3 | $16.8K | Hold |
153
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $17.6K | Hold |
153
| – | – | ﹤0.01% | 404 |
|
|
2023
Q1 | $16.8K | Hold |
153
| – | – | ﹤0.01% | 413 |
|
|
2022
Q4 | $16.5K | Hold |
153
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $16K | Hold |
153
| – | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $16K | Buy |
153
+1
| +0.7% | +$105 | ﹤0.01% | 439 |
|
|
2022
Q1 | $19K | Buy |
152
+75
| +97% | +$9.38K | ﹤0.01% | 406 |
|
|
2021
Q4 | $11K | Hold |
77
| – | – | ﹤0.01% | 496 |
|
|
2021
Q3 | $10K | Buy |
77
+1
| +1% | +$130 | ﹤0.01% | 515 |
|
|
2021
Q2 | $10K | Sell |
76
-36
| -32% | -$4.74K | ﹤0.01% | 495 |
|
|
2021
Q1 | $10 | Buy |
112
+36
| +47% | +$3 | ﹤0.01% | 497 |
|
|
2020
Q4 | $9K | Hold |
76
| – | – | ﹤0.01% | 484 |
|
|
2020
Q3 | $3K | Sell |
76
-30
| -28% | -$1.18K | ﹤0.01% | 574 |
|
|
2020
Q2 | $9K | Hold |
106
| – | – | ﹤0.01% | 459 |
|
|
2020
Q1 | $7K | Buy |
106
+2
| +2% | +$132 | ﹤0.01% | 480 |
|
|
2019
Q4 | $10K | Buy |
+104
| New | +$10K | ﹤0.01% | 467 |
|