Vertex Planning Partners’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
2025 Q4	–	Sell	-3,756	Closed	-$531K	–	157
2025 Q3	$531K	Buy	3,756 +1	+0%	+$138	0.1%	106
2025 Q2	$500K	Sell	3,755 -340	-8%	-$42.6K	0.1%	106
2025 Q1	$510K	Sell	4,095 -107	-3%	-$14.3K	0.11%	104
2024 Q4	$569K	Hold	4,202	–	–	0.13%	97
2024 Q3	$586K	Buy	4,202 +1	+0%	+$135	0.14%	80
2024 Q2	$540K	Sell	4,201 -43	-1%	-$5.5K	0.14%	78
2024 Q1	$555K	Buy	4,244 +1	+0%	+$125	0.15%	79
2023 Q4	$531K	Buy	4,243 +1,201	+39%	+$135K	0.16%	79
2023 Q3	$334K	Hold	3,042	–	–	0.11%	95
2023 Q2	$350K	Hold	3,042	–	–	0.12%	88
2023 Q1	$334K	Buy	3,042 +1	+0%	+$113	0.13%	82
2022 Q4	$329K	Buy	+3,041	New	+$334K	0.13%	99