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

BKM 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	$3.36M	Buy	23,244 +517	+2%	+$76.7K	1.23%	21
2025 Q4	$3.21M	Buy	22,727 +197	+0.9%	+$27.9K	1.17%	24
2025 Q3	$3.19M	Sell	22,530 -172	-0.8%	-$23.7K	1.18%	21
2025 Q2	$3.02M	Sell	22,702 -66	-0.3%	-$8.27K	1.18%	20
2025 Q1	$2.83M	Sell	22,768 -338	-1%	-$45.2K	1.17%	20
2024 Q4	$3.13M	Sell	23,106 -237	-1%	-$33.5K	1.28%	18
2024 Q3	$3.26M	Sell	23,343 -166	-0.7%	-$22.4K	1.32%	17
2024 Q2	$3.02M	Buy	23,509 +651	+3%	+$83.3K	1.45%	15
2024 Q1	$2.99M	Buy	22,858 +48	+0.2%	+$5.99K	1.29%	16
2023 Q4	$2.85M	Buy	+22,810	New	+$2.56M	1.22%	16

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