SWA
Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $128K | Hold |
1,164
| – | – | 0.06% | 146 |
|
|
2023
Q2 | $134K | Hold |
1,164
| – | – | 0.06% | 143 |
|
|
2023
Q1 | $128K | Hold |
1,164
| – | – | 0.07% | 137 |
|
|
2022
Q4 | $126K | Hold |
1,164
| – | – | 0.05% | 219 |
|
|
2022
Q3 | $118K | Hold |
1,164
| – | – | 0.05% | 226 |
|
|
2022
Q2 | $123K | Hold |
1,164
| – | – | 0.05% | 216 |
|
|
2022
Q1 | $146K | Sell |
1,164
-194
| -14% | -$24.3K | 0.05% | 209 |
|
|
2021
Q4 | $188K | Hold |
1,358
| – | – | 0.06% | 185 |
|
|
2021
Q3 | $177K | Sell |
1,358
-54
| -4% | -$7.02K | 0.07% | 186 |
|
|
2021
Q2 | $187K | Sell |
1,412
-4
| -0.3% | -$531 | 0.07% | 182 |
|
|
2021
Q1 | $182K | Hold |
1,416
| – | – | 0.07% | 179 |
|
|
2020
Q4 | $162K | Buy |
1,416
+708
| +100% | +$80.8K | 0.07% | 182 |
|
|
2020
Q3 | $125K | Hold |
708
| – | – | 0.06% | 193 |
|
|
2020
Q2 | $120K | Hold |
708
| – | – | 0.06% | 194 |
|
|
2020
Q1 | $97.6K | Hold |
708
| – | – | 0.06% | 198 |
|
|
2019
Q4 | $137K | Hold |
708
| – | – | 0.07% | 186 |
|
|
2019
Q3 | $126K | Hold |
708
| – | – | 0.07% | 188 |
|
|
2019
Q2 | $129K | Hold |
708
| – | – | 0.07% | 181 |
|
|
2019
Q1 | $126K | Hold |
708
| – | – | 0.07% | 183 |
|
|
2018
Q4 | $114K | Sell |
708
-339
| -32% | -$54.7K | 0.07% | 180 |
|
|
2018
Q3 | $211K | Buy |
1,047
+383
| +58% | +$77.3K | 0.14% | 123 |
|
|
2018
Q2 | $125K | Hold |
664
| – | – | 0.09% | 179 |
|
|
2018
Q1 | $115K | Hold |
664
| – | – | 0.08% | 183 |
|
|
2017
Q4 | $113K | Hold |
664
| – | – | 0.08% | 189 |
|
|
2017
Q3 | $109K | Hold |
664
| – | – | 0.08% | 186 |
|
|
2017
Q2 | $104K | Hold |
664
| – | – | 0.08% | 188 |
|
|
2017
Q1 | $102K | Hold |
664
| – | – | 0.09% | 185 |
|
|
2016
Q4 | $99.6K | Hold |
664
| – | – | 0.09% | 184 |
|
|
2016
Q3 | $91K | Hold |
664
| – | – | 0.08% | 188 |
|
|
2016
Q2 | $85.3K | Hold |
664
| – | – | 0.08% | 190 |
|
|
2016
Q1 | $82.5K | Buy |
+664
| New | +$82.5K | 0.08% | 197 |
|