AWA
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Amplius Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Amplius Wealth Advisors’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
-5,083
Closed -$676K – 190
2025
Q2 		$676K Sell
5,083
-4,594
-47% -$576K 0.06% 100
2025
Q1 		$1.2M Buy
9,677
+2,699
+39% +$361K 0.13% 68
2024
Q4 		$945K Buy
6,978
+2,408
+53% +$341K 0.1% 75
2024
Q3 		$637K Buy
4,570
+951
+26% +$128K 0.07% 87
2024
Q2 		$465K Buy
3,619
+1,242
+52% +$159K 0.05% 102
2024
Q1 		$311K Buy
2,377
+309
+15% +$38.6K 0.03% 124
2023
Q4 		$259K Sell
2,068
-133
-6% -$14.9K 0.03% 137
2023
Q3 		$241K Buy
2,201
+34
+2% +$3.92K 0.03% 135
2023
Q2 		$249K Hold
2,167
– – 0.03% 139
2023
Q1 		$238K Sell
2,167
-34
-2% -$3.83K 0.03% 142
2022
Q4 		$238K Buy
+2,201
New +$242K 0.04% 139

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return