Waldron Private Wealth’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
$204K Buy
2024
Q4
Sell
2024
Q3
$201K Buy
2024
Q1
Sell
2023
Q4
$873K Hold
2023
Q3
$766K Hold
2023
Q2
$802K Hold
2023
Q1
$767K Hold
2022
Q4
$709K Hold
2022
Q3
$709K Buy
2022
Q2
$731K Sell
2022
Q1
$1.34M Sell
2021
Q4
$1.59M Buy
2021
Q3
$1.26M Buy
2016
Q3
Sell
2016
Q2
$341K Buy