Total Wealth Planning’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 | $3.21M | Buy |
24,148
+20,441
| +551% | +$2.72M | 0.41% | 41 |
|
|
2025
Q1 | $462K | Sell |
3,707
-139
| -4% | -$17.3K | 0.07% | 66 |
|
|
2024
Q4 | $521K | Sell |
3,846
-238
| -6% | -$32.2K | 0.08% | 66 |
|
|
2024
Q3 | $570K | Sell |
4,084
-129
| -3% | -$18K | 0.09% | 59 |
|
|
2024
Q2 | $592K | Sell |
4,213
-276
| -6% | -$38.8K | 0.1% | 59 |
|
|
2024
Q1 | $587K | Sell |
4,489
-28
| -0.6% | -$3.66K | 0.1% | 61 |
|
|
2023
Q4 | $565K | Buy |
4,517
+48
| +1% | +$6.01K | 0.1% | 62 |
|
|
2023
Q3 | $490K | Hold |
4,469
| – | – | 0.1% | 63 |
|
|
2023
Q2 | $514K | Hold |
4,469
| – | – | 0.11% | 62 |
|
|
2023
Q1 | $491K | Sell |
4,469
-86
| -2% | -$9.45K | 0.11% | 64 |
|
|
2022
Q4 | $492K | Sell |
4,555
-411
| -8% | -$44.4K | 0.12% | 62 |
|
|
2022
Q3 | $505K | Buy |
4,966
+14
| +0.3% | +$1.42K | 0.14% | 58 |
|
|
2022
Q2 | $522K | Buy |
4,952
+68
| +1% | +$7.17K | 0.15% | 59 |
|
|
2022
Q1 | $611K | Buy |
4,884
+1,890
| +63% | +$236K | 0.17% | 56 |
|
|
2021
Q4 | $534K | Sell |
2,994
-1,321
| -31% | -$236K | 0.33% | 26 |
|
|
2021
Q3 | $561K | Hold |
4,315
| – | – | 0.2% | 32 |
|
|
2021
Q2 | $572K | Buy |
4,315
+1
| +0% | +$133 | 0.22% | 30 |
|
|
2021
Q1 | $553K | Sell |
4,314
-425
| -9% | -$54.5K | 0.23% | 30 |
|
|
2020
Q4 | $541K | Sell |
4,739
-85
| -2% | -$9.7K | 0.25% | 30 |
|
|
2020
Q3 | $425K | Sell |
4,824
-266
| -5% | -$23.4K | 0.22% | 33 |
|
|
2020
Q2 | $432K | Sell |
5,090
-132
| -3% | -$11.2K | 0.24% | 31 |
|
|
2020
Q1 | $360K | Sell |
5,222
-542
| -9% | -$37.4K | 0.23% | 29 |
|
|
2019
Q4 | $557K | Sell |
5,764
-116
| -2% | -$11.2K | 0.3% | 26 |
|
|
2019
Q3 | $524K | Hold |
5,880
| – | – | 0.3% | 26 |
|
|
2019
Q2 | $536K | Sell |
5,880
-108
| -2% | -$9.85K | 0.32% | 26 |
|
|
2019
Q1 | $534K | Sell |
5,988
-192
| -3% | -$17.1K | 0.33% | 26 |
|
|
2018
Q4 | $499K | Buy |
+6,180
| New | +$499K | 0.35% | 25 |
|