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

Carolinas Wealth Consulting’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	–	Sell	-1,229	Closed	-$153K	–	452
2025 Q1	$153K	Buy	1,229 +333	+37%	+$44.5K	0.03%	200
2024 Q4	$121K	Hold	896	–	–	0.02%	229
2024 Q3	$125K	Hold	896	–	–	0.02%	227
2024 Q2	$115K	Hold	896	–	–	0.02%	237
2024 Q1	$117K	Buy	896 +708	+377%	+$88.4K	0.02%	237
2023 Q4	$23.5K	Hold	188	–	–	0.01%	428
2023 Q3	$19.6K	Hold	188	–	–	﹤0.01%	436
2023 Q2	$21.6K	Hold	188	–	–	﹤0.01%	469
2023 Q1	$20.6K	Hold	188	–	–	﹤0.01%	491
2022 Q4	$20.3K	Hold	188	–	–	﹤0.01%	494
2022 Q3	$19K	Buy	188 +1	+0.5%	+$112	﹤0.01%	447
2022 Q2	$20K	Hold	187	–	–	0.01%	446
2022 Q1	$23K	Hold	187	–	–	0.01%	453
2021 Q4	$26K	Sell	187 -1	-0.5%	-$136	0.01%	444
2021 Q3	$24K	Sell	188 -32	-15%	-$4.22K	0.01%	442
2021 Q2	$29K	Sell	220 -7	-3%	-$911	0.01%	438
2021 Q1	$29K	Hold	227	–	–	0.01%	451
2020 Q4	$26K	Buy	227 +1	+0.4%	+$102	0.01%	437
2020 Q3	$20K	Hold	226	–	–	0.01%	392
2020 Q2	$19K	Hold	226	–	–	0.01%	291
2020 Q1	$15K	Buy	+226	New	+$19.9K	0.01%	150

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Carolinas Wealth Consulting's IJT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 1,229 shares — an estimated $153K sold.

Carolinas Wealth Consulting first reported a position in IJT in Q1 2020 and held it in 21 quarters. The position peaked at $153K in Q1 2025. 729 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,229 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $153K.
Carolinas Wealth Consulting first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and held it in 21 quarters.
Carolinas Wealth Consulting's iShares S&P Small-Cap 600 Growth ETF position peaked at $153K in Q1 2025.
729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.