Vertex Planning Partners’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 | $500K | Sell |
3,755
-340
| -8% | -$45.2K | 0.1% | 106 |
|
|
2025
Q1 | $510K | Sell |
4,095
-107
| -3% | -$13.3K | 0.11% | 104 |
|
|
2024
Q4 | $569K | Hold |
4,202
| – | – | 0.13% | 97 |
|
|
2024
Q3 | $586K | Buy |
4,202
+1
| +0% | +$139 | 0.14% | 80 |
|
|
2024
Q2 | $540K | Sell |
4,201
-43
| -1% | -$5.52K | 0.14% | 78 |
|
|
2024
Q1 | $555K | Buy |
4,244
+1
| +0% | +$131 | 0.15% | 79 |
|
|
2023
Q4 | $531K | Buy |
4,243
+1,201
| +39% | +$150K | 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% | +$110 | 0.13% | 82 |
|
|
2022
Q4 | $329K | Buy |
+3,041
| New | +$329K | 0.13% | 99 |
|