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

Choate Investment 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	-250	Closed	-$33.3K	–	457
2025 Q2	$33.3K	Buy	+250	New	+$31.3K	﹤0.01%	450
2022 Q3	–	Sell	-213	Closed	-$22K	–	307
2022 Q2	$22K	Sell	213 -23	-10%	-$2.61K	﹤0.01%	297
2022 Q1	$30K	Hold	236	–	–	﹤0.01%	331
2021 Q4	$33K	Sell	236 -43	-15%	-$5.85K	﹤0.01%	316
2021 Q3	$36K	Sell	279 -255	-48%	-$33.6K	﹤0.01%	284
2021 Q2	$71K	Buy	534 +344	+181%	+$44.8K	﹤0.01%	289
2021 Q1	$24K	Hold	190	–	–	﹤0.01%	284
2020 Q4	$22K	Hold	190	–	–	﹤0.01%	274
2020 Q3	$17K	Buy	+190	New	+$17K	﹤0.01%	272

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group

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

Northwestern Mutual Wealth Management

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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