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

Commonwealth Financial Services’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 Q1	–	Sell	-2,094	Closed	-$284K	–	207
2024 Q4	$284K	Sell	2,094 -22,185	-91%	-$3.14M	0.06%	156
2024 Q3	$3.35M	Buy	+24,279	New	+$3.27M	0.66%	38
2017 Q1	$91K	Sell	1,218 -14,124	-92%	-$1.07M	0.1%	76
2016 Q4	$1.14M	Buy	15,342 +1,462	+11%	+$103K	1.12%	12
2016 Q3	$952K	Buy	+13,880	New	+$937K	0.9%	17
2016 Q1	–	Sell	-20,358	Closed	-$1.26M	–	234
2015 Q4	$1.26M	Buy	20,358 +2,936	+17%	+$186K	4.3%	6
2015 Q3	$1.05M	Buy	17,422 +15,754	+944%	+$1.01M	1.22%	6
2015 Q2	$109K	Sell	1,668 -44	-3%	-$2.87K	0.12%	63
2015 Q1	$111K	Sell	1,712 -268	-14%	-$16.8K	0.1%	70
2014 Q4	$121K	Buy	+1,980	New	+$116K	0.11%	64

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commonwealth Financial Services's IJT Position: Q1 2025 in Review

Commonwealth Financial Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 2,094 shares — an estimated $284K sold.

Commonwealth Financial Services first reported a position in IJT in Q4 2014 and held it in 10 quarters. The position peaked at $3.35M in Q3 2024. 716 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Commonwealth Financial Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
Commonwealth Financial Services sold 2,094 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $284K.
Commonwealth Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and held it in 10 quarters.
Commonwealth Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.35M in Q3 2024.
716 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Commonwealth Financial Services's 13F filing for Q1 2025, filed 9 May 2025.