W Advisors LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,906
| Closed | -$449K | – | 104 |
|
|
2023
Q2 | $449K | Sell |
3,906
-1,011
| -21% | -$116K | 0.35% | 66 |
|
|
2023
Q1 | $541K | Sell |
4,917
-499
| -9% | -$54.9K | 0.45% | 56 |
|
|
2022
Q4 | $585K | Sell |
5,416
-579
| -10% | -$62.6K | 0.49% | 49 |
|
|
2022
Q3 | $610K | Buy |
5,995
+1,089
| +22% | +$111K | 0.57% | 48 |
|
|
2022
Q2 | $517K | Buy |
+4,906
| New | +$517K | 0.45% | 57 |
|