True Wealth Design’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
2026 Q1	$21.7K	Buy	150 +8	+6%	+$1.19K	0.01%	682
2025 Q4	$20K	Sell	142 -20	-12%	-$2.83K	0.01%	603
2025 Q3	$22.9K	Sell	162 -59	-27%	-$8.14K	0.01%	556
2025 Q2	$29.4K	Sell	221 -19	-8%	-$2.38K	0.01%	301
2025 Q1	$29.9K	Hold	240	–	–	0.01%	275
2024 Q4	$32.5K	Hold	240	–	–	0.01%	251
2024 Q3	$33.5K	Hold	240	–	–	0.01%	219
2024 Q2	$30.8K	Hold	240	–	–	0.01%	190
2024 Q1	$31.4K	Sell	240 -60	-20%	-$7.49K	0.01%	186
2023 Q4	$37.5K	Hold	300	–	–	0.01%	170
2023 Q3	$32.9K	Hold	300	–	–	0.01%	164
2023 Q2	$34.5K	Hold	300	–	–	0.01%	167
2023 Q1	$33K	Hold	300	–	–	0.01%	182
2022 Q4	$32.4K	Buy	+300	New	+$33K	0.02%	169