West Branch Capital’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-51	Closed	-$6.75K	–	472
2025 Q2	$6.75K	Hold	51	–	–	﹤0.01%	310
2025 Q1	$6.31K	Hold	51	–	–	﹤0.01%	326
2024 Q4	$6.84K	Buy	51 +1	+2%	+$141	﹤0.01%	308
2024 Q3	$7.03K	Hold	50	–	–	﹤0.01%	308
2024 Q2	$6.45K	Hold	50	–	–	﹤0.01%	312
2024 Q1	$6.55K	Hold	50	–	–	﹤0.01%	308
2023 Q4	$6.26K	Hold	50	–	–	﹤0.01%	316
2023 Q3	$5.45K	Hold	50	–	–	﹤0.01%	329
2023 Q2	$5.71K	Hold	50	–	–	﹤0.01%	335
2023 Q1	$5.45K	Buy	50 +1	+2%	+$113	﹤0.01%	347
2022 Q4	$5.34K	Hold	49	–	–	﹤0.01%	334
2022 Q3	$5K	Hold	49	–	–	﹤0.01%	345
2022 Q2	$5K	Hold	49	–	–	﹤0.01%	333
2022 Q1	$6K	Hold	49	–	–	﹤0.01%	341
2021 Q4	$7K	Hold	49	–	–	﹤0.01%	352
2021 Q3	$6K	Hold	49	–	–	﹤0.01%	341
2021 Q2	$6K	Buy	+49	New	+$6.38K	﹤0.01%	357