Western Wealth Management’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 | $544K | Sell |
4,091
-331
| -7% | -$44K | 0.03% | 391 |
|
|
2025
Q1 | $551K | Sell |
4,422
-65
| -1% | -$8.09K | 0.04% | 360 |
|
|
2024
Q4 | $607K | Sell |
4,487
-92
| -2% | -$12.5K | 0.04% | 330 |
|
|
2024
Q3 | $639K | Buy |
4,579
+1,859
| +68% | +$259K | 0.04% | 397 |
|
|
2024
Q2 | $349K | Sell |
2,720
-10,311
| -79% | -$1.32M | 0.03% | 451 |
|
|
2024
Q1 | $1.7M | Buy |
13,031
+733
| +6% | +$95.8K | 0.13% | 152 |
|
|
2023
Q4 | $1.54M | Buy |
12,298
+3,456
| +39% | +$432K | 0.11% | 193 |
|
|
2023
Q3 | $970K | Buy |
8,842
+4,801
| +119% | +$527K | 0.08% | 255 |
|
|
2023
Q2 | $464K | Buy |
4,041
+1,615
| +67% | +$186K | 0.04% | 389 |
|
|
2023
Q1 | $267K | Buy |
2,426
+1
| +0% | +$110 | 0.02% | 527 |
|
|
2022
Q4 | $262K | Sell |
2,425
-2,578
| -52% | -$279K | 0.03% | 499 |
|
|
2022
Q3 | $507K | Buy |
5,003
+123
| +3% | +$12.5K | 0.03% | 474 |
|
|
2022
Q2 | $514K | Sell |
4,880
-666
| -12% | -$70.1K | 0.03% | 465 |
|
|
2022
Q1 | $694K | Buy |
5,546
+2,763
| +99% | +$346K | 0.03% | 428 |
|
|
2021
Q4 | $387K | Buy |
+2,783
| New | +$387K | 0.04% | 387 |
|
|
2021
Q2 | $387K | Sell |
2,918
-136
| -4% | -$18K | 0.04% | 423 |
|
|
2021
Q1 | $392K | Buy |
3,054
+144
| +5% | +$18.5K | 0.05% | 336 |
|
|
2020
Q4 | $332K | Sell |
2,910
-48
| -2% | -$5.48K | 0.05% | 328 |
|
|
2020
Q3 | $261K | Sell |
2,958
-210
| -7% | -$18.5K | 0.04% | 361 |
|
|
2020
Q2 | $269K | Buy |
3,168
+90
| +3% | +$7.64K | 0.05% | 335 |
|
|
2020
Q1 | $212K | Sell |
3,078
-700
| -19% | -$48.2K | 0.05% | 331 |
|
|
2019
Q4 | $365K | Sell |
3,778
-200
| -5% | -$19.3K | 0.06% | 278 |
|
|
2019
Q3 | $357K | Sell |
3,978
-598
| -13% | -$53.7K | 0.07% | 259 |
|
|
2019
Q2 | $419K | Sell |
4,576
-612
| -12% | -$56K | 0.06% | 252 |
|
|
2019
Q1 | $466K | Buy |
5,188
+414
| +9% | +$37.2K | 0.1% | 219 |
|
|
2018
Q4 | $382K | Buy |
+4,774
| New | +$382K | 0.1% | 213 |
|