Total Wealth Planning’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.23M | Buy |
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|
2025
Q2 | $3.21M | Buy |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $521K | Sell |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $592K | Sell |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $514K | Hold |
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|
2023
Q1 | $491K | Sell |
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|
2022
Q4 | $492K | Sell |
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $522K | Buy |
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|
2022
Q1 | $611K | Buy |
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|
2021
Q4 | $534K | Sell |
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $572K | Buy |
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|
2021
Q1 | $553K | Sell |
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|
2020
Q4 | $541K | Sell |
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|
2020
Q3 | $425K | Sell |
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|
2020
Q2 | $432K | Sell |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $557K | Sell |
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|
2019
Q3 | $524K | Hold |
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|
2019
Q2 | $536K | Sell |
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|
2019
Q1 | $534K | Sell |
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|
2018
Q4 | $499K | Buy |
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