Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-20,376
| Closed | -$1.64M | – | 179 |
|
|
2018
Q4 | $1.64M | Buy |
20,376
+280
| +1% | +$22.6K | 0.34% | 91 |
|
|
2018
Q3 | $2.03M | Buy |
20,096
+1,238
| +7% | +$125K | 0.35% | 89 |
|
|
2018
Q2 | $1.78M | Buy |
18,858
+8,282
| +78% | +$783K | 0.32% | 94 |
|
|
2018
Q1 | $919K | Buy |
10,576
+56
| +0.5% | +$4.87K | 0.17% | 144 |
|
|
2017
Q4 | $895K | Sell |
10,520
-122
| -1% | -$10.4K | 0.17% | 153 |
|
|
2017
Q3 | $875K | Buy |
+10,642
| New | +$875K | 0.31% | 111 |
|
|
2017
Q2 | – | Sell |
-10,148
| Closed | -$777K | – | 84 |
|
|
2017
Q1 | $777K | Buy |
10,148
+432
| +4% | +$33.1K | 0.29% | 121 |
|
|
2016
Q4 | $729K | Buy |
9,716
+618
| +7% | +$46.4K | 0.29% | 116 |
|
|
2016
Q3 | $624K | Buy |
9,098
+618
| +7% | +$42.4K | 0.27% | 120 |
|
|
2016
Q2 | $544K | Buy |
+8,480
| New | +$544K | 0.23% | 133 |
|