WAP
Wealthcare Advisory Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
8,001
+95
| +1% | +$12.6K | 0.02% | 465 |
|
|
2025
Q1 | $984K | Sell |
7,906
-464
| -6% | -$57.8K | 0.03% | 447 |
|
|
2024
Q4 | $1.13M | Sell |
8,370
-23
| -0.3% | -$3.11K | 0.03% | 392 |
|
|
2024
Q3 | $1.17M | Buy |
8,393
+14
| +0.2% | +$1.95K | 0.03% | 384 |
|
|
2024
Q2 | $1.08M | Buy |
8,379
+676
| +9% | +$86.8K | 0.03% | 364 |
|
|
2024
Q1 | $1.01M | Buy |
7,703
+5,567
| +261% | +$728K | 0.03% | 361 |
|
|
2023
Q4 | $267K | Sell |
2,136
-2
| -0.1% | -$250 | 0.01% | 638 |
|
|
2023
Q3 | $235K | Sell |
2,138
-56
| -3% | -$6.14K | 0.01% | 609 |
|
|
2023
Q2 | $252K | Sell |
2,194
-28
| -1% | -$3.22K | 0.01% | 617 |
|
|
2023
Q1 | $244K | Buy |
2,222
+111
| +5% | +$12.2K | 0.01% | 639 |
|
|
2022
Q4 | $228K | Sell |
2,111
-185
| -8% | -$20K | 0.01% | 616 |
|
|
2022
Q3 | $233K | Buy |
+2,296
| New | +$233K | 0.01% | 536 |
|
|
2021
Q2 | – | Sell |
-1,057
| Closed | -$136K | – | 1176 |
|
|
2021
Q1 | $136K | Buy |
+1,057
| New | +$136K | 0.01% | 575 |
|
|
2020
Q2 | – | Sell |
-563
| Closed | -$78K | – | 834 |
|
|
2020
Q1 | $78K | Sell |
563
-105
| -16% | -$14.5K | 0.01% | 419 |
|
|
2019
Q4 | $129K | Buy |
668
+1
| +0.1% | +$193 | 0.02% | 354 |
|
|
2019
Q3 | $119K | Sell |
667
-34
| -5% | -$6.07K | 0.02% | 347 |
|
|
2019
Q2 | $128K | Sell |
701
-83
| -11% | -$15.2K | 0.02% | 334 |
|
|
2019
Q1 | $140K | Sell |
784
-201
| -20% | -$35.9K | 0.02% | 285 |
|
|
2018
Q4 | $159K | Sell |
985
-50
| -5% | -$8.07K | 0.03% | 241 |
|
|
2018
Q3 | $209K | Sell |
1,035
-51
| -5% | -$10.3K | 0.04% | 211 |
|
|
2018
Q2 | $205K | Buy |
1,086
+310
| +40% | +$58.5K | 0.04% | 209 |
|
|
2018
Q1 | $135K | Buy |
776
+111
| +17% | +$19.3K | 0.03% | 238 |
|
|
2017
Q4 | $113K | Sell |
665
-102
| -13% | -$17.3K | 0.03% | 239 |
|
|
2017
Q3 | $126K | Buy |
767
+656
| +591% | +$108K | 0.04% | 191 |
|
|
2017
Q2 | $17K | Hold |
111
| – | – | 0.01% | 70 |
|
|
2017
Q1 | $17K | Sell |
111
-66
| -37% | -$10.1K | 0.01% | 67 |
|
|
2016
Q4 | $27K | Buy |
177
+1
| +0.6% | +$153 | 0.02% | 59 |
|
|
2016
Q3 | $24K | Sell |
176
-21
| -11% | -$2.86K | 0.02% | 49 |
|
|
2016
Q2 | $25K | Buy |
+197
| New | +$25K | 0.02% | 64 |
|