Wellspring Financial Advisors’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 | $576K | Buy |
4,330
+8
| +0.2% | +$1.06K | 0.06% | 81 |
|
|
2025
Q1 | $538K | Sell |
4,322
-66
| -2% | -$8.22K | 0.06% | 74 |
|
|
2024
Q4 | $594K | Buy |
4,388
+422
| +11% | +$57.1K | 0.06% | 71 |
|
|
2024
Q3 | $553K | Buy |
3,966
+500
| +14% | +$69.7K | 0.07% | 80 |
|
|
2024
Q2 | $445K | Buy |
3,466
+10
| +0.3% | +$1.28K | 0.06% | 84 |
|
|
2024
Q1 | $452K | Buy |
3,456
+26
| +0.8% | +$3.4K | 0.07% | 76 |
|
|
2023
Q4 | $429K | Buy |
3,430
+19
| +0.6% | +$2.38K | 0.11% | 77 |
|
|
2023
Q3 | $374K | Hold |
3,411
| – | – | 0.11% | 73 |
|
|
2023
Q2 | $392K | Buy |
3,411
+10
| +0.3% | +$1.15K | 0.11% | 67 |
|
|
2023
Q1 | $374K | Buy |
3,401
+9
| +0.3% | +$990 | 0.11% | 74 |
|
|
2022
Q4 | $367K | Buy |
3,392
+11
| +0.3% | +$1.19K | 0.12% | 74 |
|
|
2022
Q3 | $344K | Buy |
3,381
+12
| +0.4% | +$1.22K | 0.13% | 59 |
|
|
2022
Q2 | $355K | Hold |
3,369
| – | – | 0.12% | 57 |
|
|
2022
Q1 | $421K | Buy |
3,369
+6
| +0.2% | +$750 | 0.12% | 60 |
|
|
2021
Q4 | $467K | Buy |
3,363
+5
| +0.1% | +$694 | 0.13% | 58 |
|
|
2021
Q3 | $437K | Buy |
3,358
+10
| +0.3% | +$1.3K | 0.13% | 59 |
|
|
2021
Q2 | $444K | Buy |
3,348
+343
| +11% | +$45.5K | 0.14% | 57 |
|
|
2021
Q1 | $414K | Sell |
3,005
-2,659
| -47% | -$366K | 0.2% | 47 |
|
|
2020
Q4 | $647K | Sell |
5,664
-372
| -6% | -$42.5K | 0.23% | 47 |
|
|
2020
Q3 | $532K | Buy |
6,036
+14
| +0.2% | +$1.23K | 0.21% | 47 |
|
|
2020
Q2 | $511K | Buy |
6,022
+12
| +0.2% | +$1.02K | 0.21% | 46 |
|
|
2020
Q1 | $414K | Buy |
+6,010
| New | +$414K | 0.2% | 47 |
|