Clearstead Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Clearstead Trust’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	-11	Closed	-$1.46K	–	1540
2025 Q2	$1.46K	Buy	+11	New	+$1.38K	﹤0.01%	1039
2019 Q2	–	Sell	-334	Closed	-$30K	–	197
2019 Q1	$30K	Hold	334	–	–	0.03%	141
2018 Q4	$27K	Buy	334 +224	+204%	+$20K	0.03%	154
2018 Q3	$11K	Buy	+110	New	+$11.1K	0.01%	169

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 29.2% 1-Year Est. Return

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

Clearstead Trust's IJT Position: Q3 2025 in Review

Clearstead Trust sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 11 shares — an estimated $1.46K sold.

Clearstead Trust first reported a position in IJT in Q3 2018 and held it in 4 quarters. The position peaked at $30K in Q1 2019. 729 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

Clearstead Trust reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
Clearstead Trust sold 11 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $1.46K.
Clearstead Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and held it in 4 quarters.
Clearstead Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $30K in Q1 2019.
729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.