TFA
Tobias Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
24,571
-276
| -1% | -$36.7K | 0.56% | 34 |
|
|
2025
Q1 | $3.09M | Sell |
24,847
-288
| -1% | -$35.9K | 0.6% | 31 |
|
|
2024
Q4 | $3.4M | Sell |
25,135
-11
| -0% | -$1.49K | 0.68% | 28 |
|
|
2024
Q3 | $3.51M | Buy |
25,146
+49
| +0.2% | +$6.84K | 0.7% | 28 |
|
|
2024
Q2 | $3.22M | Sell |
25,097
-171
| -0.7% | -$22K | 0.7% | 29 |
|
|
2024
Q1 | $3.3M | Sell |
25,268
-166
| -0.7% | -$21.7K | 0.75% | 30 |
|
|
2023
Q4 | $3.18M | Sell |
25,434
-1,313
| -5% | -$164K | 0.78% | 29 |
|
|
2023
Q3 | $2.93M | Sell |
26,747
-18,495
| -41% | -$2.03M | 0.77% | 34 |
|
|
2023
Q2 | $5.2M | Buy |
45,242
+1,012
| +2% | +$116K | 1.4% | 22 |
|
|
2023
Q1 | $4.86M | Sell |
44,230
-618
| -1% | -$67.9K | 1.43% | 21 |
|
|
2022
Q4 | $4.85M | Sell |
44,848
-391
| -0.9% | -$42.3K | 1.59% | 20 |
|
|
2022
Q3 | $4.6M | Buy |
45,239
+8,279
| +22% | +$842K | 1.62% | 20 |
|
|
2022
Q2 | $3.89M | Sell |
36,960
-2,144
| -5% | -$226K | 1.31% | 21 |
|
|
2022
Q1 | $4.89M | Buy |
+39,104
| New | +$4.89M | 1.69% | 19 |
|
|
2021
Q4 | – | Sell |
-36,915
| Closed | -$4.8M | – | 87 |
|
|
2021
Q3 | $4.8M | Buy |
36,915
+3,965
| +12% | +$516K | 1.79% | 17 |
|
|
2021
Q2 | $4.37M | Buy |
32,950
+1,895
| +6% | +$251K | 1.73% | 18 |
|
|
2021
Q1 | $3.98M | Sell |
31,055
-2,136
| -6% | -$274K | 1.69% | 17 |
|
|
2020
Q4 | $3.79M | Buy |
33,191
+16,860
| +103% | +$1.93M | 1.73% | 17 |
|
|
2020
Q3 | $2.88M | Buy |
16,331
+264
| +2% | +$46.6K | 1.58% | 16 |
|
|
2020
Q2 | $2.73M | Sell |
16,067
-3,398
| -17% | -$577K | 1.6% | 15 |
|
|
2020
Q1 | $2.68M | Buy |
19,465
+633
| +3% | +$87.3K | 1.94% | 15 |
|
|
2019
Q4 | $3.64M | Buy |
+18,832
| New | +$3.64M | 2.33% | 14 |
|