WealthPLAN Partners’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
2023 Q3	–	Sell	-230	Closed	-$26.4K	–	698
2023 Q2	$26.4K	Sell	230 -11	-5%	-$1.2K	﹤0.01%	629
2023 Q1	$26.5K	Buy	+241	New	+$27.2K	﹤0.01%	672
2020 Q2	–	Sell	-5,868	Closed	-$422K	–	314
2020 Q1	$422K	Buy	5,868 +566	+11%	+$50K	0.05%	168
2019 Q4	$526K	Sell	5,302 -2,290	-30%	-$211K	0.06%	159
2019 Q3	$698K	Buy	7,592 +868	+13%	+$78.4K	0.1%	130
2019 Q2	$603K	Buy	6,724 +72	+1%	+$6.47K	0.09%	133
2019 Q1	$597K	Sell	6,652 -986	-13%	-$87.1K	0.09%	147
2018 Q4	$703K	Sell	7,638 -2,740	-26%	-$244K	0.11%	124
2018 Q3	$909K	Sell	10,378 -652	-6%	-$65.5K	0.17%	101
2018 Q2	$1.04M	Sell	11,030 -216	-2%	-$19.8K	0.21%	97
2018 Q1	$978K	Buy	11,246 +7,764	+223%	+$676K	0.21%	96
2017 Q4	$296K	Buy	3,482 +122	+4%	+$10.2K	0.08%	159
2017 Q3	$276K	Buy	+3,360	New	+$262K	0.08%	153
2017 Q2	–	Sell	-340	Closed	-$25.3K	–	298
2017 Q1	$25.3K	Buy	+340	New	+$25.8K	0.09%	161
2016 Q3	$295K	Buy	4,320 +2,922	+209%	+$197K	0.1%	116
2016 Q2	$55.6K	Buy	+1,398	New	+$87.9K	0.01%	860
2015 Q4	$86.1K	Buy	+1,384	New	+$87.8K	0.01%	453