Wealthspire Advisors (New York)’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 | $1.42M | Buy |
10,652
+225
| +2% | +$29.9K | 0.01% | 331 |
|
|
2025
Q1 | $1.3M | Buy |
10,427
+639
| +7% | +$79.6K | 0.01% | 337 |
|
|
2024
Q4 | $1.33M | Sell |
9,788
-785
| -7% | -$106K | 0.01% | 317 |
|
|
2024
Q3 | $1.47M | Buy |
10,573
+699
| +7% | +$97.5K | 0.02% | 302 |
|
|
2024
Q2 | $1.27M | Sell |
9,874
-11
| -0.1% | -$1.41K | 0.02% | 271 |
|
|
2024
Q1 | $1.29M | Hold |
9,885
| – | – | 0.02% | 272 |
|
|
2023
Q4 | $1.24M | Sell |
9,885
-1,478
| -13% | -$185K | 0.02% | 277 |
|
|
2023
Q3 | $1.25M | Buy |
11,363
+1,672
| +17% | +$183K | 0.02% | 247 |
|
|
2023
Q2 | $1.11M | Sell |
9,691
-1,829
| -16% | -$210K | 0.02% | 230 |
|
|
2023
Q1 | $1.27M | Buy |
11,520
+799
| +7% | +$87.8K | 0.02% | 212 |
|
|
2022
Q4 | $1.16M | Buy |
10,721
+3,378
| +46% | +$365K | 0.02% | 235 |
|
|
2022
Q3 | $747K | Buy |
7,343
+4,684
| +176% | +$477K | 0.02% | 274 |
|
|
2022
Q2 | $280K | Buy |
2,659
+743
| +39% | +$78.2K | 0.01% | 413 |
|
|
2022
Q1 | $240K | Buy |
1,916
+254
| +15% | +$31.8K | 0.01% | 385 |
|
|
2021
Q4 | $231K | Sell |
1,662
-361
| -18% | -$50.2K | 0.01% | 490 |
|
|
2021
Q3 | $263K | Buy |
2,023
+367
| +22% | +$47.7K | 0.01% | 484 |
|
|
2021
Q2 | $220K | Sell |
1,656
-10
| -0.6% | -$1.33K | 0.01% | 340 |
|
|
2021
Q1 | $214K | Sell |
1,666
-738
| -31% | -$94.8K | 0.01% | 657 |
|
|
2020
Q4 | $275K | Buy |
+2,404
| New | +$275K | 0.01% | 465 |
|
|
2020
Q2 | – | Sell |
-4,408
| Closed | -$304K | – | 398 |
|
|
2020
Q1 | $304K | Buy |
+4,408
| New | +$304K | 0.01% | 377 |
|