West Coast Financial’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 | – | Sell |
-2,152
| Closed | -$268K | – | 65 |
|
|
2025
Q1 | $268K | Hold |
2,152
| – | – | 0.03% | 147 |
|
|
2024
Q4 | $291K | Hold |
2,152
| – | – | 0.03% | 138 |
|
|
2024
Q3 | $300K | Hold |
2,152
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $276K | Hold |
2,152
| – | – | 0.03% | 141 |
|
|
2024
Q1 | $281K | Hold |
2,152
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $269K | Hold |
2,152
| – | – | 0.04% | 138 |
|
|
2023
Q3 | $236K | Hold |
2,152
| – | – | 0.04% | 135 |
|
|
2023
Q2 | $247K | Sell |
2,152
-30
| -1% | -$3.45K | 0.04% | 137 |
|
|
2023
Q1 | $240K | Hold |
2,182
| – | – | 0.04% | 127 |
|
|
2022
Q4 | $236K | Buy |
2,182
+30
| +1% | +$3.24K | 0.04% | 120 |
|
|
2022
Q3 | $219K | Hold |
2,152
| – | – | 0.04% | 112 |
|
|
2022
Q2 | $227K | Hold |
2,152
| – | – | 0.04% | 116 |
|
|
2022
Q1 | $269K | Hold |
2,152
| – | – | 0.04% | 113 |
|
|
2021
Q4 | $299K | Hold |
2,152
| – | – | 0.04% | 111 |
|
|
2021
Q3 | $280K | Hold |
2,152
| – | – | 0.05% | 114 |
|
|
2021
Q2 | $285K | Sell |
2,152
-587
| -21% | -$77.7K | 0.05% | 115 |
|
|
2021
Q1 | $351K | Sell |
2,739
-20
| -0.7% | -$2.56K | 0.06% | 98 |
|
|
2020
Q4 | $315K | Sell |
2,759
-75
| -3% | -$8.56K | 0.06% | 93 |
|
|
2020
Q3 | $250K | Hold |
2,834
| – | – | 0.06% | 99 |
|
|
2020
Q2 | $241K | Buy |
+2,834
| New | +$241K | 0.06% | 98 |
|
|
2020
Q1 | – | Sell |
-3,096
| Closed | -$299K | – | 106 |
|
|
2019
Q4 | $299K | Hold |
3,096
| – | – | 0.06% | 95 |
|
|
2019
Q3 | $276K | Hold |
3,096
| – | – | 0.06% | 98 |
|
|
2019
Q2 | $282K | Hold |
3,096
| – | – | 0.06% | 97 |
|
|
2019
Q1 | $276K | Hold |
3,096
| – | – | 0.07% | 101 |
|
|
2018
Q4 | $250K | Sell |
3,096
-1,522
| -33% | -$123K | 0.07% | 99 |
|
|
2018
Q3 | $466K | Buy |
4,618
+16
| +0.3% | +$1.62K | 0.11% | 101 |
|
|
2018
Q2 | $435K | Sell |
4,602
-78
| -2% | -$7.37K | 0.12% | 78 |
|
|
2018
Q1 | $407K | Buy |
4,680
+2,260
| +93% | +$197K | 0.12% | 83 |
|
|
2017
Q4 | $206K | Sell |
2,420
-1,764
| -42% | -$150K | 0.06% | 107 |
|
|
2017
Q3 | $344K | Buy |
+4,184
| New | +$344K | 0.09% | 111 |
|
|
2017
Q2 | – | Sell |
-3,178
| Closed | -$243K | – | 117 |
|
|
2017
Q1 | $243K | Sell |
3,178
-74
| -2% | -$5.66K | 0.08% | 112 |
|
|
2016
Q4 | $244K | Sell |
3,252
-150
| -4% | -$11.3K | 0.08% | 115 |
|
|
2016
Q3 | $233K | Sell |
3,402
-80
| -2% | -$5.48K | 0.07% | 124 |
|
|
2016
Q2 | $224K | Sell |
3,482
-42
| -1% | -$2.7K | 0.08% | 102 |
|
|
2016
Q1 | $219K | Hold |
3,524
| – | – | 0.09% | 82 |
|
|
2015
Q4 | $219K | Sell |
3,524
-1,200
| -25% | -$74.6K | 0.09% | 85 |
|
|
2015
Q3 | $284K | Sell |
4,724
-122
| -3% | -$7.33K | 0.13% | 81 |
|
|
2015
Q2 | $317K | Buy |
4,846
+1,090
| +29% | +$71.3K | 0.14% | 78 |
|
|
2015
Q1 | $244K | Sell |
3,756
-1,694
| -31% | -$110K | 0.11% | 84 |
|
|
2014
Q4 | $334K | Hold |
5,450
| – | – | 0.17% | 71 |
|
|
2014
Q3 | $307K | Buy |
+5,450
| New | +$307K | 0.17% | 74 |
|