Avantax Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Avantax Advisory 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 Q2	$24.3M	Buy	182,966 +9,089	+5%	+$1.14M	0.13%	118
2025 Q1	$21.6M	Buy	173,877 +4,758	+3%	+$636K	0.13%	125
2024 Q4	$22.9M	Buy	169,119 +6,453	+4%	+$913K	0.14%	106
2024 Q3	$22.7M	Buy	162,666 +11,900	+8%	+$1.6M	0.15%	104
2024 Q2	$19.4M	Buy	150,766 +21,849	+17%	+$2.79M	0.14%	115
2024 Q1	$16.9M	Buy	128,917 +25,360	+24%	+$3.16M	0.15%	109
2023 Q4	$13M	Buy	103,557 +3,807	+4%	+$427K	0.13%	125
2023 Q3	$10.9M	Buy	99,750 +10,474	+12%	+$1.21M	0.12%	131
2023 Q2	$10.3M	Buy	89,276 +14,356	+19%	+$1.57M	0.12%	144
2023 Q1	$8.24M	Buy	74,920 +27,672	+59%	+$3.12M	0.1%	160
2022 Q4	$5.11M	Buy	47,248 +2,345	+5%	+$258K	0.07%	222
2022 Q3	$4.57M	Buy	44,903 +1,719	+4%	+$193K	0.07%	217
2022 Q2	$4.55M	Buy	43,184 +1,359	+3%	+$154K	0.07%	215
2022 Q1	$5.24M	Buy	41,825 +4,994	+14%	+$630K	0.07%	200
2021 Q4	$5.11M	Buy	36,831 +2,930	+9%	+$399K	0.08%	196
2021 Q3	$4.4M	Buy	33,901 +4,891	+17%	+$645K	0.07%	195
2021 Q2	$3.84M	Buy	29,010 +4,590	+19%	+$597K	0.07%	207
2021 Q1	$3.13M	Buy	24,420 +1,137	+5%	+$144K	0.07%	216
2020 Q4	$2.65M	Sell	23,283 -48,877	-68%	-$4.98M	0.06%	212
2020 Q3	$6.37M	Buy	72,160 +44,260	+159%	+$3.96M	0.1%	171
2020 Q2	$2.37M	Sell	27,900 -1,600	-5%	-$125K	0.07%	196
2020 Q1	$2.03M	Sell	29,500 -1,932	-6%	-$171K	0.06%	192
2019 Q4	$3.04M	Buy	31,432 +15,532	+98%	+$1.43M	0.07%	157
2019 Q3	$1.41M	Buy	15,900 +3,706	+30%	+$335K	0.06%	166
2019 Q2	$1.11M	Buy	12,194 +2,054	+20%	+$185K	0.05%	178
2019 Q1	$905K	Buy	10,140 +3,222	+47%	+$285K	0.05%	186
2018 Q4	$560K	Buy	+6,918	New	+$616K	0.09%	207

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Avantax Advisory Services's IJT Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.2% in Q2 2025, buying an estimated $1.14M and bringing the position to 182,966 shares worth $24.3M. The position accounts for 0.13% of the portfolio, ranked #118.

Avantax Advisory Services first reported a position in IJT in Q4 2018 and has held it in 27 quarters since. 730 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Avantax Advisory Services held 182,966 shares of iShares S&P Small-Cap 600 Growth ETF worth $24.3M as of Q2 2025.
Avantax Advisory Services bought 9,089 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $1.14M.
iShares S&P Small-Cap 600 Growth ETF made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #118 holding.
Avantax Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 27 quarters since.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.