Congress Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Congress Wealth Management’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 Q2	$568K	Sell	4,269 -10	-0.2%	-$1.25K	0.01%	879
2025 Q1	$533K	Buy	4,279 +70	+2%	+$9.36K	0.01%	804
2024 Q4	$570K	Buy	4,209 +1,376	+49%	+$195K	0.01%	610
2024 Q3	$395K	Buy	+2,833	New	+$382K	0.01%	677
2023 Q1	–	Sell	-1,907	Closed	-$206K	–	564
2022 Q4	$206K	Buy	+1,907	New	+$210K	0.01%	537

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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