TruWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
3,794
+137
| +4% | +$18.2K | 0.03% | 112 |
|
|
2025
Q1 | $455K | Buy |
3,657
+82
| +2% | +$10.2K | 0.03% | 112 |
|
|
2024
Q4 | $484K | Buy |
3,575
+127
| +4% | +$17.2K | 0.03% | 107 |
|
|
2024
Q3 | $481K | Sell |
3,448
-133
| -4% | -$18.6K | 0.03% | 106 |
|
|
2024
Q2 | $460K | Sell |
3,581
-8
| -0.2% | -$1.03K | 0.03% | 108 |
|
|
2024
Q1 | $469K | Buy |
+3,589
| New | +$469K | 0.03% | 105 |
|
|
2023
Q1 | – | Sell |
-23,643
| Closed | -$2.56M | – | 149 |
|
|
2022
Q4 | $2.56M | Buy |
23,643
+1,216
| +5% | +$131K | 0.25% | 62 |
|
|
2022
Q3 | $2.28M | Buy |
22,427
+1,671
| +8% | +$170K | 0.24% | 58 |
|
|
2022
Q2 | $2.19M | Buy |
20,756
+2,377
| +13% | +$250K | 0.23% | 55 |
|
|
2022
Q1 | $2.3M | Buy |
18,379
+3,431
| +23% | +$429K | 0.24% | 51 |
|
|
2021
Q4 | $2.08M | Buy |
14,948
+717
| +5% | +$99.5K | 0.21% | 50 |
|
|
2021
Q3 | $1.85M | Buy |
14,231
+880
| +7% | +$114K | 0.21% | 48 |
|
|
2021
Q2 | $1.77M | Buy |
13,351
+346
| +3% | +$45.9K | 0.21% | 48 |
|
|
2021
Q1 | $1.67M | Buy |
13,005
+4,559
| +54% | +$585K | 0.23% | 44 |
|
|
2020
Q4 | $964K | Buy |
+8,446
| New | +$964K | 0.14% | 55 |
|