Clayton Financial Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Clayton Financial Group’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	$6.87M	Buy	47,500 +1,409	+3%	+$209K	3.53%	7
2025 Q4	$6.51M	Buy	46,091 +1,187	+3%	+$168K	3.32%	7
2025 Q3	$6.35M	Buy	44,904 +448	+1%	+$61.8K	4.64%	6
2025 Q2	$5.91M	Sell	44,456 -3,399	-7%	-$426K	7.03%	5
2025 Q1	$5.96M	Buy	47,855 +1,310	+3%	+$175K	2.18%	12
2024 Q4	$6.3M	Buy	46,545 +5,047	+12%	+$714K	2.27%	11
2024 Q3	$5.79M	Buy	41,498 +1,077	+3%	+$145K	2.17%	12
2024 Q2	$5.28M	Hold	40,421	–	–	2.29%	12
2024 Q1	$5.28M	Sell	40,421 -476	-1%	-$59.4K	2.4%	11
2023 Q4	$5.12M	Buy	+40,897	New	+$4.59M	3.18%	10

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