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

Atticus 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
2025 Q3	–	Sell	-586	Closed	-$78K	–	401
2025 Q2	$78K	Buy	586 +1	+0.2%	+$125	0.02%	270
2025 Q1	$72.8K	Buy	585 +1	+0.2%	+$134	0.02%	195
2024 Q4	$79K	Buy	584 +2	+0.3%	+$283	0.02%	189
2024 Q3	$81.2K	Buy	+582	New	+$78.5K	0.03%	193
2024 Q2	–	Sell	-26	Closed	-$3.4K	–	548
2024 Q1	$3.4K	Sell	26 -73	-74%	-$9.11K	﹤0.01%	462
2023 Q4	$12.4K	Sell	99 -5	-5%	-$561	﹤0.01%	381
2023 Q3	$11.4K	Buy	+104	New	+$12K	﹤0.01%	394

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

Atticus Wealth Management's IJT Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 586 shares — an estimated $78K sold.

Atticus Wealth Management first reported a position in IJT in Q3 2023 and held it in 7 quarters. The position peaked at $81.2K in Q3 2024. 729 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

Atticus Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 586 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $78K.
Atticus Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2023 and held it in 7 quarters.
Atticus Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $81.2K in Q3 2024.
729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.