WealthShield Partners’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 | $777K | Sell |
5,842
-1,625
| -22% | -$216K | 0.09% | 194 |
|
|
2025
Q1 | $930K | Hold |
7,467
| – | – | 0.12% | 171 |
|
|
2024
Q4 | $1.01M | Sell |
7,467
-144
| -2% | -$19.5K | 0.14% | 151 |
|
|
2024
Q3 | $1.06M | Buy |
7,611
+326
| +4% | +$45.5K | 0.14% | 148 |
|
|
2024
Q2 | $936K | Buy |
7,285
+1
| +0% | +$128 | 0.14% | 153 |
|
|
2024
Q1 | $952K | Sell |
7,284
-562
| -7% | -$73.5K | 0.15% | 147 |
|
|
2023
Q4 | $982K | Hold |
7,846
| – | – | 0.16% | 144 |
|
|
2023
Q3 | $864K | Sell |
7,846
-428
| -5% | -$47.1K | 0.13% | 160 |
|
|
2023
Q2 | $951K | Buy |
8,274
+87
| +1% | +$10K | 0.14% | 150 |
|
|
2023
Q1 | $900K | Sell |
8,187
-919
| -10% | -$101K | 0.15% | 154 |
|
|
2022
Q4 | $984K | Buy |
9,106
+835
| +10% | +$90.2K | 0.19% | 132 |
|
|
2022
Q3 | $841K | Sell |
8,271
-14
| -0.2% | -$1.42K | 0.17% | 143 |
|
|
2022
Q2 | $873K | Buy |
8,285
+150
| +2% | +$15.8K | 0.17% | 141 |
|
|
2022
Q1 | $1.02M | Sell |
8,135
-10,000
| -55% | -$1.25M | 0.16% | 146 |
|
|
2021
Q4 | $2.52M | Buy |
+18,135
| New | +$2.52M | 0.42% | 58 |
|
|
2018
Q1 | – | Sell |
-376
| Closed | -$32K | – | 247 |
|
|
2017
Q4 | $32K | Buy |
+376
| New | +$32K | 0.02% | 168 |
|