1 North Wealth Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

1 North Wealth Services’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1	Closed	-$158	–	264
2025 Q2	$158	Hold	1	–	–	﹤0.01%	260
2025 Q1	$147	Buy	+1	New	+$134	﹤0.01%	260

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

1 North Wealth Services's IJT Position: Q3 2025 in Review

1 North Wealth Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 1 share — an estimated $158 sold.

1 North Wealth Services first reported a position in IJT in Q1 2025 and held it in 2 quarters. The position peaked at $158 in Q2 2025. 730 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

1 North Wealth Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
1 North Wealth Services sold 1 iShares S&P Small-Cap 600 Growth ETF share in Q3 2025, an estimated $158.
1 North Wealth Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2025 and held it in 2 quarters.
1 North Wealth Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $158 in Q2 2025.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on 1 North Wealth Services's 13F filing for Q3 2025, filed 13 Nov 2025.