TPWM
Twelve Points Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+1,589
| New | +$211K | 0.06% | 177 |
|
|
2025
Q1 | – | Sell |
-1,589
| Closed | -$215K | – | 178 |
|
|
2024
Q4 | $215K | Hold |
1,589
| – | – | 0.06% | 165 |
|
|
2024
Q3 | $222K | Hold |
1,589
| – | – | 0.07% | 169 |
|
|
2024
Q2 | $204K | Buy |
+1,589
| New | +$204K | 0.07% | 166 |
|
|
2023
Q3 | – | Sell |
-1,750
| Closed | -$201K | – | 172 |
|
|
2023
Q2 | $201K | Sell |
1,750
-151
| -8% | -$17.4K | 0.11% | 156 |
|
|
2023
Q1 | $209K | Buy |
+1,901
| New | +$209K | 0.12% | 152 |
|
|
2022
Q1 | – | Sell |
-3,806
| Closed | -$528K | – | 183 |
|
|
2021
Q4 | $528K | Buy |
+3,806
| New | +$528K | 0.43% | 80 |
|