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

CarsonAllaria 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
-589
Closed -$78.5K – 200
2025
Q2 		$78.5K Buy
589
+199
+51% +$24.9K 0.04% 115
2025
Q1 		$48.6K Buy
390
+129
+49% +$17.3K 0.03% 130
2024
Q4 		$35.4K Buy
261
+134
+106% +$19K 0.02% 152
2024
Q3 		$17.8K Buy
127
+7
+6% +$944 0.01% 211
2024
Q2 		$15.4K Buy
120
+7
+6% +$895 0.01% 215
2024
Q1 		$14.9K Buy
113
+26
+30% +$3.25K 0.01% 216
2023
Q4 		$11K Buy
87
+7
+9% +$785 0.01% 212
2023
Q3 		$8.79K Buy
80
+6
+8% +$692 0.01% 217
2023
Q2 		$8.52K Buy
74
+12
+19% +$1.31K 0.01% 232
2023
Q1 		$6.92K Sell
62
-11
-15% -$1.24K 0.01% 236
2022
Q4 		$8K Sell
73
-24
-25% -$2.64K 0.01% 207
2022
Q3 		$10K Buy
97
+13
+15% +$1.46K 0.01% 193
2022
Q2 		$9K Buy
84
+59
+236% +$6.69K 0.01% 199
2022
Q1 		$3K Buy
25
+1
+4% +$126 ﹤0.01% 285
2021
Q4 		$3K Buy
+24
New +$3.27K ﹤0.01% 299

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

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

CarsonAllaria Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 589 shares — an estimated $78.5K sold.

CarsonAllaria Wealth Management first reported a position in IJT in Q4 2021 and held it in 15 quarters. The position peaked at $78.5K in Q2 2025. 730 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 589 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $78.5K.
  • CarsonAllaria Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $78.5K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.