WP
WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $987K | Sell |
7,888
-4,966
| -39% | -$621K | 0.06% | 203 |
|
|
2023
Q3 | $1.41M | Sell |
12,854
-8,424
| -40% | -$924K | 0.1% | 158 |
|
|
2023
Q2 | $2.45M | Sell |
21,278
-4,484
| -17% | -$515K | 0.16% | 94 |
|
|
2023
Q1 | $2.83M | Sell |
25,762
-9,163
| -26% | -$1.01M | 0.19% | 80 |
|
|
2022
Q4 | $3.77M | Sell |
34,925
-1,214
| -3% | -$131K | 0.27% | 65 |
|
|
2022
Q3 | $3.67M | Buy |
36,139
+20,167
| +126% | +$2.05M | 0.27% | 63 |
|
|
2022
Q2 | $1.68M | Sell |
15,972
-3,645
| -19% | -$384K | 0.12% | 133 |
|
|
2022
Q1 | $2.45M | Buy |
19,617
+727
| +4% | +$90.9K | 0.17% | 105 |
|
|
2021
Q4 | $2.62M | Buy |
18,890
+1,139
| +6% | +$158K | 0.21% | 82 |
|
|
2021
Q3 | $2.31M | Sell |
17,751
-926
| -5% | -$120K | 0.2% | 82 |
|
|
2021
Q2 | $2.48M | Buy |
18,677
+100
| +0.5% | +$13.3K | 0.22% | 70 |
|
|
2021
Q1 | $2.38M | Sell |
18,577
-407
| -2% | -$52.2K | 0.24% | 67 |
|
|
2020
Q4 | $2.17M | Buy |
18,984
+7,199
| +61% | +$822K | 0.25% | 47 |
|
|
2020
Q3 | $2.08M | Buy |
+11,785
| New | +$2.08M | 0.28% | 46 |
|