United Capital Financial 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 | $19.1M | Sell |
143,552
-4,214
| -3% | -$561K | 0.15% | 119 |
|
|
2025
Q1 | $18.4M | Sell |
147,766
-4,026
| -3% | -$501K | 0.16% | 117 |
|
|
2024
Q4 | $20.5M | Sell |
151,792
-3,201
| -2% | -$433K | 0.17% | 109 |
|
|
2024
Q3 | $21.6M | Sell |
154,993
-476
| -0.3% | -$66.4K | 0.18% | 110 |
|
|
2024
Q2 | $20M | Sell |
155,469
-6,812
| -4% | -$875K | 0.17% | 118 |
|
|
2024
Q1 | $21.2M | Sell |
162,281
-13,795
| -8% | -$1.8M | 0.17% | 119 |
|
|
2023
Q4 | $22M | Sell |
176,076
-134,439
| -43% | -$16.8M | 0.18% | 115 |
|
|
2023
Q3 | $34.1M | Sell |
310,515
-205,660
| -40% | -$22.6M | 0.22% | 93 |
|
|
2023
Q2 | $59.3M | Sell |
516,175
-11,435
| -2% | -$1.31M | 0.32% | 64 |
|
|
2023
Q1 | $58M | Sell |
527,610
-18,768
| -3% | -$2.06M | 0.32% | 63 |
|
|
2022
Q4 | $59M | Sell |
546,378
-40,169
| -7% | -$4.34M | 0.33% | 66 |
|
|
2022
Q3 | $59.6M | Sell |
586,547
-23,782
| -4% | -$2.42M | 0.35% | 56 |
|
|
2022
Q2 | $64.3M | Sell |
610,329
-26,368
| -4% | -$2.78M | 0.35% | 59 |
|
|
2022
Q1 | $79.7M | Sell |
636,697
-27,739
| -4% | -$3.47M | 0.39% | 48 |
|
|
2021
Q4 | $92.2M | Sell |
664,436
-14,493
| -2% | -$2.01M | 0.42% | 43 |
|
|
2021
Q3 | $88.3M | Sell |
678,929
-13,254
| -2% | -$1.72M | 0.44% | 41 |
|
|
2021
Q2 | $91.8M | Sell |
692,183
-49,434
| -7% | -$6.56M | 0.46% | 40 |
|
|
2021
Q1 | $95.1M | Sell |
741,617
-27,613
| -4% | -$3.54M | 0.53% | 38 |
|
|
2020
Q4 | $87.8M | Sell |
769,230
-135,300
| -15% | -$15.4M | 0.53% | 33 |
|
|
2020
Q3 | $79.8M | Buy |
904,530
+4,430
| +0.5% | +$391K | 0.52% | 34 |
|
|
2020
Q2 | $76.4M | Buy |
900,100
+18,000
| +2% | +$1.53M | 0.56% | 32 |
|
|
2020
Q1 | $58.3M | Buy |
882,100
+111,036
| +14% | +$7.34M | 0.48% | 42 |
|
|
2019
Q4 | $74.5M | Buy |
771,064
+14,814
| +2% | +$1.43M | 0.48% | 37 |
|
|
2019
Q3 | $67.5M | Buy |
756,250
+19,106
| +3% | +$1.7M | 0.47% | 38 |
|
|
2019
Q2 | $67.3M | Buy |
737,144
+22,240
| +3% | +$2.03M | 0.44% | 44 |
|
|
2019
Q1 | $63.8M | Buy |
714,904
+11,882
| +2% | +$1.06M | 0.45% | 40 |
|
|
2018
Q4 | $56.7M | Buy |
703,022
+8,042
| +1% | +$649K | 0.45% | 42 |
|
|
2018
Q3 | $70.1M | Sell |
694,980
-15,228
| -2% | -$1.54M | 0.49% | 37 |
|
|
2018
Q2 | $67.1M | Buy |
710,208
+4,472
| +0.6% | +$423K | 0.5% | 32 |
|
|
2018
Q1 | $61.3M | Buy |
705,736
+9,884
| +1% | +$859K | 0.47% | 39 |
|
|
2017
Q4 | $59.7M | Buy |
695,852
+8,568
| +1% | +$735K | 0.47% | 36 |
|
|
2017
Q3 | $56.5M | Buy |
687,284
+20,338
| +3% | +$1.67M | 0.48% | 37 |
|
|
2017
Q2 | $52M | Buy |
666,946
+41,742
| +7% | +$3.25M | 0.47% | 38 |
|
|
2017
Q1 | $47.9M | Buy |
625,204
+860
| +0.1% | +$65.8K | 0.45% | 43 |
|
|
2016
Q4 | $46.8M | Buy |
624,344
+5,492
| +0.9% | +$412K | 0.45% | 42 |
|
|
2016
Q3 | $42.4M | Buy |
618,852
+48,204
| +8% | +$3.3M | 0.41% | 46 |
|
|
2016
Q2 | $36.5M | Buy |
570,648
+57,896
| +11% | +$3.71M | 0.37% | 47 |
|
|
2016
Q1 | $31.8M | Buy |
512,752
+22,626
| +5% | +$1.41M | 0.35% | 52 |
|
|
2015
Q4 | $30.5M | Buy |
490,126
+5,084
| +1% | +$316K | 0.35% | 51 |
|
|
2015
Q3 | $29.1M | Buy |
485,042
+2,100
| +0.4% | +$126K | 0.35% | 49 |
|
|
2015
Q2 | $31.6M | Buy |
482,942
+14,594
| +3% | +$956K | 0.37% | 55 |
|
|
2015
Q1 | $29.6M | Buy |
468,348
+98,924
| +27% | +$6.25M | 0.36% | 64 |
|
|
2014
Q4 | $22.6M | Sell |
369,424
-96,282
| -21% | -$5.89M | 0.34% | 74 |
|
|
2014
Q3 | $26.2M | Sell |
465,706
-34,546
| -7% | -$1.94M | 0.46% | 48 |
|
|
2014
Q2 | $30.2M | Buy |
500,252
+3,512
| +0.7% | +$212K | 0.56% | 42 |
|
|
2014
Q1 | $29.6M | Buy |
496,740
+14,250
| +3% | +$848K | 0.63% | 30 |
|
|
2013
Q4 | $28.6M | Sell |
482,490
-19,410
| -4% | -$1.15M | 0.97% | 16 |
|
|
2013
Q3 | $27.2M | Buy |
501,900
+13,794
| +3% | +$747K | 0.87% | 25 |
|
|
2013
Q2 | $23.6M | Buy |
+488,106
| New | +$23.6M | 0.63% | 38 |
|