TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-265
| Closed | -$30.5K | – | 1006 |
|
|
2023
Q3 | $30.5K | Hold |
265
| – | – | 0.01% | 116 |
|
|
2023
Q2 | $30.5K | Hold |
265
| – | – | 0.01% | 106 |
|
|
2023
Q1 | $29.1K | Sell |
265
-92,667
| -100% | -$10.2M | 0.01% | 82 |
|
|
2022
Q4 | $8.8M | Buy |
92,932
+92,667
| +34,969% | +$8.77M | 2.03% | 6 |
|
|
2022
Q3 | $27K | Buy |
265
+180
| +212% | +$18.3K | 0.01% | 65 |
|
|
2022
Q2 | $9K | Buy |
+85
| New | +$9K | ﹤0.01% | 141 |
|
|
2020
Q4 | – | Sell |
-40
| Closed | -$4K | – | 119 |
|
|
2020
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 113 |
|