The Family Firm’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Buy |
27,764
+779
| +3% | +$104K | 0.89% | 27 |
|
|
2025
Q1 | $3.36M | Buy |
26,985
+1,968
| +8% | +$245K | 0.75% | 28 |
|
|
2024
Q4 | $3.39M | Buy |
25,017
+259
| +1% | +$35.1K | 0.75% | 30 |
|
|
2024
Q3 | $3.45M | Sell |
24,758
-568
| -2% | -$79.2K | 0.76% | 28 |
|
|
2024
Q2 | $3.25M | Buy |
25,326
+1,186
| +5% | +$152K | 0.73% | 29 |
|
|
2024
Q1 | $3.16M | Buy |
24,140
+1,309
| +6% | +$171K | 0.77% | 29 |
|
|
2023
Q4 | $2.86M | Buy |
22,831
+2,399
| +12% | +$300K | 0.74% | 30 |
|
|
2023
Q3 | $2.24M | Buy |
20,432
+1,770
| +9% | +$194K | 0.63% | 35 |
|
|
2023
Q2 | $2.14M | Buy |
18,662
+529
| +3% | +$60.8K | 0.57% | 40 |
|
|
2023
Q1 | $1.99M | Buy |
18,133
+404
| +2% | +$44.4K | 0.55% | 39 |
|
|
2022
Q4 | $1.92M | Buy |
17,729
+3,282
| +23% | +$355K | 0.56% | 40 |
|
|
2022
Q3 | $1.47M | Sell |
14,447
-1,280
| -8% | -$130K | 0.47% | 45 |
|
|
2022
Q2 | $1.66M | Buy |
15,727
+491
| +3% | +$51.7K | 0.49% | 44 |
|
|
2022
Q1 | $1.91M | Buy |
15,236
+344
| +2% | +$43K | 0.5% | 42 |
|
|
2021
Q4 | $2.07M | Buy |
14,892
+24
| +0.2% | +$3.33K | 0.53% | 41 |
|
|
2021
Q3 | $1.99M | Buy |
14,868
+263
| +2% | +$35.3K | 0.52% | 40 |
|
|
2021
Q2 | $1.94M | Buy |
14,605
+33
| +0.2% | +$4.38K | 0.53% | 40 |
|
|
2021
Q1 | $1.87M | Sell |
14,572
-314
| -2% | -$40.3K | 0.54% | 41 |
|
|
2020
Q4 | $1.83M | Sell |
14,886
-58
| -0.4% | -$7.13K | 0.55% | 40 |
|
|
2020
Q3 | $1.32M | Sell |
14,944
-1,252
| -8% | -$110K | 0.47% | 42 |
|
|
2020
Q2 | $1.38M | Buy |
16,196
+566
| +4% | +$48.1K | 0.51% | 42 |
|
|
2020
Q1 | $1.08M | Hold |
15,630
| – | – | 0.46% | 44 |
|
|
2019
Q4 | $1.51M | Buy |
15,630
+68
| +0.4% | +$6.57K | 0.51% | 44 |
|
|
2019
Q3 | $1.39M | Sell |
15,562
-174
| -1% | -$15.5K | 0.49% | 43 |
|
|
2019
Q2 | $1.44M | Buy |
15,736
+586
| +4% | +$53.5K | 0.51% | 42 |
|
|
2019
Q1 | $1.35M | Buy |
15,150
+1,332
| +10% | +$119K | 0.49% | 42 |
|
|
2018
Q4 | $1.12M | Buy |
13,818
+42
| +0.3% | +$3.39K | 0.45% | 45 |
|
|
2018
Q3 | $1.39M | Buy |
13,776
+18
| +0.1% | +$1.82K | 0.5% | 41 |
|
|
2018
Q2 | $1.3M | Sell |
13,758
-110
| -0.8% | -$10.4K | 0.49% | 41 |
|
|
2018
Q1 | $1.21M | Sell |
13,868
-874
| -6% | -$75.9K | 0.47% | 45 |
|
|
2017
Q4 | $1.25M | Sell |
14,742
-668
| -4% | -$56.8K | 0.5% | 42 |
|
|
2017
Q3 | $1.27M | Buy |
15,410
+130
| +0.9% | +$10.7K | 0.53% | 40 |
|
|
2017
Q2 | $1.19M | Buy |
15,280
+390
| +3% | +$30.4K | 0.53% | 40 |
|
|
2017
Q1 | $1.14M | Sell |
14,890
-478
| -3% | -$36.6K | 0.54% | 41 |
|
|
2016
Q4 | $1.15M | Buy |
15,368
+68
| +0.4% | +$5.1K | 0.54% | 40 |
|
|
2016
Q3 | $1.05M | Hold |
15,300
| – | – | 0.5% | 43 |
|
|
2016
Q2 | $982K | Buy |
15,300
+30
| +0.2% | +$1.93K | 0.49% | 40 |
|
|
2016
Q1 | $948K | Sell |
15,270
-348
| -2% | -$21.6K | 0.48% | 44 |
|
|
2015
Q4 | $971K | Sell |
15,618
-10
| -0.1% | -$622 | 0.52% | 40 |
|
|
2015
Q3 | $939K | Sell |
15,628
-792
| -5% | -$47.6K | 0.51% | 38 |
|
|
2015
Q2 | $1.08M | Buy |
16,420
+30
| +0.2% | +$1.96K | 0.55% | 34 |
|
|
2015
Q1 | $1.07M | Sell |
16,390
-1,196
| -7% | -$77.9K | 0.54% | 34 |
|
|
2014
Q4 | $1.08M | Buy |
+17,586
| New | +$1.08M | 0.56% | 34 |
|