WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $233K | Buy |
2,984
+1,210
| +68% | +$94.5K | 0.05% | 333 |
|
|
2017
Q1 | $136K | Sell |
1,774
-532
| -23% | -$40.8K | 0.04% | 409 |
|
|
2016
Q4 | $173K | Buy |
2,306
+494
| +27% | +$37.1K | 0.04% | 412 |
|
|
2016
Q3 | $124K | Buy |
1,812
+24
| +1% | +$1.64K | 0.03% | 474 |
|
|
2016
Q2 | $115K | Buy |
1,788
+2
| +0.1% | +$129 | 0.03% | 468 |
|
|
2016
Q1 | $111K | Buy |
1,786
+432
| +32% | +$26.8K | 0.03% | 447 |
|
|
2015
Q4 | $84K | Sell |
1,354
-370
| -21% | -$23K | 0.03% | 518 |
|
|
2015
Q3 | $104K | Hold |
1,724
| – | – | 0.03% | 456 |
|
|
2015
Q2 | $113K | Buy |
1,724
+404
| +31% | +$26.5K | 0.03% | 502 |
|
|
2015
Q1 | $86K | Sell |
1,320
-136
| -9% | -$8.86K | 0.02% | 576 |
|
|
2014
Q4 | $89K | Sell |
1,456
-200
| -12% | -$12.2K | 0.02% | 674 |
|
|
2014
Q3 | $93K | Buy |
1,656
+714
| +76% | +$40.1K | 0.02% | 694 |
|
|
2014
Q2 | $57K | Buy |
942
+504
| +115% | +$30.5K | 0.01% | 854 |
|
|
2014
Q1 | $26K | Sell |
438
-1,024
| -70% | -$60.8K | 0.01% | 1151 |
|
|
2013
Q4 | $87K | Sell |
1,462
-3,118
| -68% | -$186K | 0.01% | 796 |
|
|
2013
Q3 | $248K | Buy |
4,580
+3,128
| +215% | +$169K | 0.04% | 429 |
|
|
2013
Q2 | $70K | Buy |
+1,452
| New | +$70K | 0.01% | 768 |
|