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
Q3
$531K Buy
2025
Q2
$500K Sell
2025
Q1
$510K Sell
2024
Q4
$569K Hold
2024
Q3
$586K Buy
2024
Q2
$540K Sell
2024
Q1
$555K Buy
2023
Q4
$531K Buy
2023
Q3
$334K Hold
2023
Q2
$350K Hold
2023
Q1
$334K Buy
2022
Q4
$329K Buy