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

Bellwether 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
-754
Closed -$100K – 340
2025
Q2 		$100K Hold
754
– – 0.02% 172
2025
Q1 		$93.9K Sell
754
-506
-40% -$67.7K 0.02% 177
2024
Q4 		$171K Buy
+1,260
New +$178K 0.03% 147
2023
Q2 		– Sell
-1,488
Closed -$164K – 263
2023
Q1 		$164K Sell
1,488
-334
-18% -$37.7K 0.04% 129
2022
Q4 		$197K Buy
1,822
+256
+16% +$28.1K 0.06% 120
2022
Q3 		$159K Sell
1,566
-441
-22% -$49.5K 0.05% 108
2022
Q2 		$211K Sell
2,007
-1,181
-37% -$134K 0.07% 114
2022
Q1 		$398K Sell
3,188
-31
-1% -$3.91K 0.12% 116
2021
Q4 		$446K Sell
3,219
-50
-2% -$6.81K 0.14% 99
2021
Q3 		$426K Sell
3,269
-177
-5% -$23.3K 0.14% 117
2021
Q2 		$457K Buy
3,446
+1,313
+62% +$171K 0.16% 97
2021
Q1 		$273K Buy
2,133
+1,722
+419% +$219K 0.11% 100
2020
Q4 		$46K Buy
+411
New +$41.9K 0.02% 167

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bellwether Advisors's IJT Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 754 shares — an estimated $100K sold.

Bellwether Advisors first reported a position in IJT in Q4 2020 and held it in 13 quarters. The position peaked at $457K in Q2 2021. 729 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 754 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $100K.
  • Bellwether Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $457K in Q2 2021.
  • 729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.