Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $212K | Buy |
+2,402
| New | +$212K | 0.01% | 435 |
|
|
2020
Q2 | – | Sell |
-4,408
| Closed | -$304K | – | 460 |
|
|
2020
Q1 | $304K | Buy |
4,408
+1,150
| +35% | +$79.3K | 0.03% | 297 |
|
|
2019
Q4 | $315K | Sell |
3,258
-762
| -19% | -$73.7K | 0.02% | 367 |
|
|
2019
Q3 | $359K | Buy |
4,020
+800
| +25% | +$71.4K | 0.03% | 313 |
|
|
2019
Q2 | $294K | Sell |
3,220
-922
| -22% | -$84.2K | 0.02% | 356 |
|
|
2019
Q1 | $370K | Sell |
4,142
-280
| -6% | -$25K | 0.03% | 307 |
|
|
2018
Q4 | $357K | Sell |
4,422
-262
| -6% | -$21.2K | 0.03% | 285 |
|
|
2018
Q3 | $472K | Sell |
4,684
-100
| -2% | -$10.1K | 0.04% | 259 |
|
|
2018
Q2 | $452K | Buy |
4,784
+240
| +5% | +$22.7K | 0.04% | 258 |
|
|
2018
Q1 | $395K | Sell |
4,544
-456
| -9% | -$39.6K | 0.04% | 297 |
|
|
2017
Q4 | $425K | Buy |
5,000
+350
| +8% | +$29.8K | 0.04% | 292 |
|
|
2017
Q3 | $382K | Sell |
4,650
-244
| -5% | -$20K | 0.04% | 302 |
|
|
2017
Q2 | $382K | Sell |
4,894
-234
| -5% | -$18.3K | 0.05% | 276 |
|
|
2017
Q1 | $392K | Sell |
5,128
-708
| -12% | -$54.1K | 0.06% | 232 |
|
|
2016
Q4 | $438K | Buy |
5,836
+18
| +0.3% | +$1.35K | 0.07% | 198 |
|
|
2016
Q3 | $399K | Buy |
5,818
+1,058
| +22% | +$72.6K | 0.06% | 211 |
|
|
2016
Q2 | $306K | Sell |
4,760
-566
| -11% | -$36.4K | 0.05% | 247 |
|
|
2016
Q1 | $331K | Sell |
5,326
-2,562
| -32% | -$159K | 0.06% | 232 |
|
|
2015
Q4 | $490K | Buy |
+7,888
| New | +$490K | 0.09% | 154 |
|