WhitTier Trust Company’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 | $1.33M | Buy |
9,994
+2,012
| +25% | +$268K | 0.03% | 286 |
|
|
2025
Q1 | $994K | Buy |
7,982
+3,018
| +61% | +$376K | 0.03% | 305 |
|
|
2024
Q4 | $672K | Hold |
4,964
| – | – | 0.02% | 329 |
|
|
2024
Q3 | $692K | Hold |
4,964
| – | – | 0.02% | 319 |
|
|
2024
Q2 | $638K | Hold |
4,964
| – | – | 0.02% | 320 |
|
|
2024
Q1 | $649K | Hold |
4,964
| – | – | 0.02% | 317 |
|
|
2023
Q4 | $621K | Hold |
4,964
| – | – | 0.02% | 320 |
|
|
2023
Q3 | $544K | Hold |
4,964
| – | – | 0.02% | 325 |
|
|
2023
Q2 | $571K | Hold |
4,964
| – | – | 0.02% | 329 |
|
|
2023
Q1 | $546K | Sell |
4,964
-650
| -12% | -$71.5K | 0.02% | 326 |
|
|
2022
Q4 | $607K | Hold |
5,614
| – | – | 0.02% | 320 |
|
|
2022
Q3 | $570K | Hold |
5,614
| – | – | 0.02% | 322 |
|
|
2022
Q2 | $591K | Hold |
5,614
| – | – | 0.02% | 325 |
|
|
2022
Q1 | $702K | Buy |
5,614
+230
| +4% | +$28.8K | 0.03% | 316 |
|
|
2021
Q4 | $747K | Hold |
5,384
| – | – | 0.03% | 308 |
|
|
2021
Q3 | $700K | Hold |
5,384
| – | – | 0.03% | 304 |
|
|
2021
Q2 | $714K | Hold |
5,384
| – | – | 0.03% | 298 |
|
|
2021
Q1 | $691K | Hold |
5,384
| – | – | 0.03% | 294 |
|
|
2020
Q4 | $615K | Hold |
5,384
| – | – | 0.03% | 294 |
|
|
2020
Q3 | $475K | Hold |
5,384
| – | – | 0.03% | 306 |
|
|
2020
Q2 | $457K | Sell |
5,384
-158
| -3% | -$13.4K | 0.03% | 296 |
|
|
2020
Q1 | $382K | Hold |
5,542
| – | – | 0.03% | 297 |
|
|
2019
Q4 | $536K | Buy |
5,542
+1,042
| +23% | +$101K | 0.03% | 291 |
|
|
2019
Q3 | $401K | Hold |
4,500
| – | – | 0.03% | 320 |
|
|
2019
Q2 | $411K | Hold |
4,500
| – | – | 0.03% | 308 |
|
|
2019
Q1 | $402K | Sell |
4,500
-92
| -2% | -$8.22K | 0.03% | 305 |
|
|
2018
Q4 | $370K | Buy |
4,592
+92
| +2% | +$7.41K | 0.03% | 302 |
|
|
2018
Q3 | $454K | Hold |
4,500
| – | – | 0.03% | 280 |
|
|
2018
Q2 | $425K | Hold |
4,500
| – | – | 0.03% | 282 |
|
|
2018
Q1 | $391K | Buy |
4,500
+200
| +5% | +$17.4K | 0.03% | 285 |
|
|
2017
Q4 | $366K | Hold |
4,300
| – | – | 0.03% | 288 |
|
|
2017
Q3 | $354K | Hold |
4,300
| – | – | 0.03% | 290 |
|
|
2017
Q2 | $335K | Hold |
4,300
| – | – | 0.03% | 292 |
|
|
2017
Q1 | $329K | Hold |
4,300
| – | – | 0.03% | 288 |
|
|
2016
Q4 | $323K | Hold |
4,300
| – | – | 0.03% | 285 |
|
|
2016
Q3 | $295K | Hold |
4,300
| – | – | 0.03% | 295 |
|
|
2016
Q2 | $276K | Hold |
4,300
| – | – | 0.03% | 304 |
|
|
2016
Q1 | $267K | Hold |
4,300
| – | – | 0.03% | 302 |
|
|
2015
Q4 | $267K | Hold |
4,300
| – | – | 0.03% | 305 |
|
|
2015
Q3 | $258K | Hold |
4,300
| – | – | 0.03% | 312 |
|
|
2015
Q2 | $282K | Sell |
4,300
-360
| -8% | -$23.6K | 0.03% | 316 |
|
|
2015
Q1 | $303K | Hold |
4,660
| – | – | 0.03% | 311 |
|
|
2014
Q4 | $285K | Hold |
4,660
| – | – | 0.03% | 317 |
|
|
2014
Q3 | $262K | Sell |
4,660
-640
| -12% | -$36K | 0.03% | 308 |
|
|
2014
Q2 | $320K | Hold |
5,300
| – | – | 0.04% | 283 |
|
|
2014
Q1 | $315K | Hold |
5,300
| – | – | 0.04% | 283 |
|
|
2013
Q4 | $314K | Hold |
5,300
| – | – | 0.04% | 281 |
|
|
2013
Q3 | $287K | Hold |
5,300
| – | – | 0.04% | 277 |
|
|
2013
Q2 | $257K | Buy |
+5,300
| New | +$257K | 0.04% | 275 |
|