TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,672
| Closed | -$931K | – | 231 |
|
|
2024
Q3 | $931K | Buy |
+6,672
| New | +$931K | 0.11% | 96 |
|
|
2021
Q2 | – | Sell |
-2,573
| Closed | -$330K | – | 244 |
|
|
2021
Q1 | $330K | Buy |
+2,573
| New | +$330K | 0.05% | 164 |
|
|
2020
Q1 | – | Sell |
-344
| Closed | -$33K | – | 748 |
|
|
2019
Q4 | $33K | Buy |
+344
| New | +$33K | 0.01% | 416 |
|
|
2019
Q3 | – | Sell |
-194
| Closed | -$17K | – | 466 |
|
|
2019
Q2 | $17K | Buy |
+194
| New | +$17K | ﹤0.01% | 478 |
|
|
2018
Q4 | – | Sell |
-7,892
| Closed | -$797K | – | 571 |
|
|
2018
Q3 | $797K | Buy |
7,892
+1,994
| +34% | +$201K | 0.11% | 119 |
|
|
2018
Q2 | $558K | Buy |
+5,898
| New | +$558K | 0.09% | 145 |
|