Angeles Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Angeles Wealth Management’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
2026 Q1	$49.2K	Buy	340 +140	+70%	+$20.8K	﹤0.01%	470
2025 Q4	$28.2K	Hold	200	–	–	﹤0.01%	431
2025 Q3	$28.3K	Hold	200	–	–	﹤0.01%	384
2025 Q2	$26.6K	Buy	+200	New	+$25.1K	﹤0.01%	397
2024 Q1	–	Sell	-2,079	Closed	-$260K	–	303
2023 Q4	$260K	Hold	2,079	–	–	0.03%	164
2023 Q3	$228K	Hold	2,079	–	–	0.03%	151
2023 Q2	$239K	Hold	2,079	–	–	0.03%	161
2023 Q1	$229K	Hold	2,079	–	–	0.03%	164
2022 Q4	$225K	Hold	2,079	–	–	0.04%	157
2022 Q3	$211K	Hold	2,079	–	–	0.04%	155
2022 Q2	$219K	Hold	2,079	–	–	0.04%	154
2022 Q1	$260K	Buy	+2,079	New	+$262K	0.05%	144

Other funds holding IJT

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return