Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,790
| Closed | -$180K | – | 809 |
|
|
2018
Q3 | $180K | Buy |
+1,790
| New | +$180K | 0.01% | 415 |
|
|
2017
Q2 | – | Sell |
-2,690
| Closed | -$206K | – | 342 |
|
|
2017
Q1 | $206K | Sell |
2,690
-70
| -3% | -$5.36K | 0.02% | 306 |
|
|
2016
Q4 | $207K | Buy |
+2,760
| New | +$207K | 0.02% | 281 |
|
|
2015
Q2 | – | Sell |
-5,852
| Closed | -$381K | – | 313 |
|
|
2015
Q1 | $381K | Buy |
5,852
+842
| +17% | +$54.8K | 0.04% | 201 |
|
|
2014
Q4 | $307K | Buy |
5,010
+270
| +6% | +$16.5K | 0.03% | 231 |
|
|
2014
Q3 | $267K | Buy |
4,740
+630
| +15% | +$35.5K | 0.03% | 237 |
|
|
2014
Q2 | $248K | Sell |
4,110
-30
| -0.7% | -$1.81K | 0.03% | 252 |
|
|
2014
Q1 | $246K | Buy |
4,140
+440
| +12% | +$26.1K | 0.03% | 245 |
|
|
2013
Q4 | $219K | Buy |
+3,700
| New | +$219K | 0.03% | 259 |
|