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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Choate Investment Advisors's IJT Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 250 shares — an estimated $33.3K sold.

Choate Investment Advisors first reported a position in IJT in Q3 2020 and held it in 9 quarters. The position peaked at $71K in Q2 2021. 730 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

Choate Investment Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 250 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $33.3K.
Choate Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and held it in 9 quarters.
Choate Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $71K in Q2 2021.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.