SFS
Summit Financial Strategies’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
2,279
+457
| +25% | +$60.8K | 0.03% | 119 |
|
|
2025
Q1 | $227K | Sell |
1,822
-119
| -6% | -$14.8K | 0.02% | 128 |
|
|
2024
Q4 | $263K | Sell |
1,941
-97
| -5% | -$13.1K | 0.03% | 118 |
|
|
2024
Q3 | $284K | Buy |
2,038
+140
| +7% | +$19.5K | 0.03% | 119 |
|
|
2024
Q2 | $244K | Sell |
1,898
-46
| -2% | -$5.91K | 0.03% | 122 |
|
|
2024
Q1 | $254K | Hold |
1,944
| – | – | 0.04% | 121 |
|
|
2023
Q4 | $243K | Buy |
1,944
+42
| +2% | +$5.26K | 0.04% | 122 |
|
|
2023
Q3 | $209K | Sell |
1,902
-14
| -0.7% | -$1.54K | 0.04% | 119 |
|
|
2023
Q2 | $220K | Hold |
1,916
| – | – | 0.04% | 117 |
|
|
2023
Q1 | $211K | Buy |
1,916
+13
| +0.7% | +$1.43K | 0.04% | 112 |
|
|
2022
Q4 | $206K | Sell |
1,903
-120
| -6% | -$13K | 0.04% | 111 |
|
|
2022
Q3 | $206K | Sell |
2,023
-739
| -27% | -$75.3K | 0.05% | 111 |
|
|
2022
Q2 | $291K | Buy |
2,762
+1,003
| +57% | +$106K | 0.07% | 90 |
|
|
2022
Q1 | $220K | Buy |
+1,759
| New | +$220K | 0.04% | 110 |
|