Waverly Advisors’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 | $1.1M | Sell |
8,290
-385
| -4% | -$51.2K | 0.01% | 594 |
|
|
2025
Q1 | $1.08M | Buy |
8,675
+2,229
| +35% | +$278K | 0.01% | 589 |
|
|
2024
Q4 | $873K | Buy |
6,446
+3,121
| +94% | +$422K | 0.01% | 547 |
|
|
2024
Q3 | $464K | Buy |
3,325
+1
| +0% | +$139 | 0.01% | 600 |
|
|
2024
Q2 | $427K | Sell |
3,324
-540
| -14% | -$69.3K | 0.01% | 606 |
|
|
2024
Q1 | $505K | Buy |
+3,864
| New | +$505K | 0.01% | 476 |
|
|
2018
Q1 | – | Sell |
-536
| Closed | -$46K | – | 273 |
|
|
2017
Q4 | $46K | Buy |
+536
| New | +$46K | 0.01% | 256 |
|