United Capital Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

United Capital Financial Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.7M	Sell	129,080 -4,497	-3%	-$667K	0.12%	151
2025 Q4	$18.9M	Sell	133,577 -7,248	-5%	-$1.03M	0.11%	154
2025 Q3	$19.9M	Sell	140,825 -2,727	-2%	-$376K	0.14%	128
2025 Q2	$19.1M	Sell	143,552 -4,214	-3%	-$528K	0.15%	120
2025 Q1	$18.4M	Sell	147,766 -4,026	-3%	-$538K	0.16%	117
2024 Q4	$20.5M	Sell	151,792 -3,201	-2%	-$453K	0.17%	109
2024 Q3	$21.6M	Sell	154,993 -476	-0.3%	-$64.2K	0.18%	110
2024 Q2	$20M	Sell	155,469 -6,812	-4%	-$871K	0.17%	118
2024 Q1	$21.2M	Sell	162,281 -13,795	-8%	-$1.72M	0.18%	119
2023 Q4	$22M	Sell	176,076 -134,439	-43%	-$15.1M	0.18%	115
2023 Q3	$34.1M	Sell	310,515 -205,660	-40%	-$23.7M	0.22%	93
2023 Q2	$59.3M	Sell	516,175 -11,435	-2%	-$1.25M	0.32%	64
2023 Q1	$58M	Sell	527,610 -18,768	-3%	-$2.12M	0.32%	63
2022 Q4	$59M	Sell	546,378 -40,169	-7%	-$4.42M	0.33%	66
2022 Q3	$59.6M	Sell	586,547 -23,782	-4%	-$2.67M	0.35%	56
2022 Q2	$64.3M	Sell	610,329 -26,368	-4%	-$2.99M	0.35%	59
2022 Q1	$79.7M	Sell	636,697 -27,739	-4%	-$3.5M	0.39%	48
2021 Q4	$92.2M	Sell	664,436 -14,493	-2%	-$1.97M	0.42%	43
2021 Q3	$88.3M	Sell	678,929 -13,254	-2%	-$1.75M	0.44%	41
2021 Q2	$91.8M	Sell	692,183 -49,434	-7%	-$6.43M	0.46%	40
2021 Q1	$95.1M	Sell	741,617 -27,613	-4%	-$3.51M	0.53%	38
2020 Q4	$87.8M	Sell	769,230 -135,300	-15%	-$13.8M	0.53%	33
2020 Q3	$79.8M	Buy	904,530 +4,430	+0.5%	+$396K	0.52%	34
2020 Q2	$76.4M	Buy	900,100 +18,000	+2%	+$1.4M	0.56%	32
2020 Q1	$58.3M	Buy	882,100 +111,036	+14%	+$9.8M	0.48%	42
2019 Q4	$74.5M	Buy	771,064 +14,814	+2%	+$1.37M	0.48%	37
2019 Q3	$67.5M	Buy	756,250 +19,106	+3%	+$1.72M	0.47%	38
2019 Q2	$67.3M	Buy	737,144 +22,240	+3%	+$2M	0.44%	44
2019 Q1	$63.8M	Buy	714,904 +11,882	+2%	+$1.05M	0.45%	40
2018 Q4	$56.7M	Buy	703,022 +8,042	+1%	+$716K	0.45%	42
2018 Q3	$70.1M	Sell	694,980 -15,228	-2%	-$1.53M	0.49%	37
2018 Q2	$67.1M	Buy	710,208 +4,472	+0.6%	+$410K	0.5%	32
2018 Q1	$61.3M	Buy	705,736 +9,884	+1%	+$861K	0.47%	39
2017 Q4	$59.7M	Buy	695,852 +8,568	+1%	+$717K	0.47%	36
2017 Q3	$56.5M	Buy	687,284 +20,338	+3%	+$1.59M	0.48%	37
2017 Q2	$52M	Buy	666,946 +41,742	+7%	+$3.21M	0.47%	38
2017 Q1	$47.9M	Buy	625,204 +860	+0.1%	+$65.2K	0.45%	43
2016 Q4	$46.8M	Buy	624,344 +5,492	+0.9%	+$387K	0.45%	42
2016 Q3	$42.4M	Buy	618,852 +48,204	+8%	+$3.25M	0.41%	46
2016 Q2	$36.5M	Buy	570,648 +57,896	+11%	+$3.64M	0.37%	47
2016 Q1	$31.8M	Buy	512,752 +22,626	+5%	+$1.32M	0.35%	52
2015 Q4	$30.5M	Buy	490,126 +5,084	+1%	+$322K	0.35%	51
2015 Q3	$29.1M	Buy	485,042 +2,100	+0.4%	+$134K	0.35%	49
2015 Q2	$31.6M	Buy	482,942 +14,594	+3%	+$952K	0.37%	55
2015 Q1	$29.6M	Buy	468,348 +98,924	+27%	+$6.2M	0.36%	64
2014 Q4	$22.6M	Sell	369,424 -96,282	-21%	-$5.64M	0.34%	74
2014 Q3	$26.2M	Sell	465,706 -34,546	-7%	-$2.02M	0.46%	48
2014 Q2	$30.2M	Buy	500,252 +3,512	+0.7%	+$204K	0.56%	42
2014 Q1	$29.6M	Buy	496,740 +14,250	+3%	+$837K	0.63%	30
2013 Q4	$28.6M	Sell	482,490 -19,410	-4%	-$1.1M	0.97%	16
2013 Q3	$27.2M	Buy	501,900 +13,794	+3%	+$720K	0.87%	25
2013 Q2	$23.6M	Buy	+488,106	New	+$23.2M	0.63%	38