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 $1.89T 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

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

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

Congress Wealth Management's IJT Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.23% in Q2 2025, selling an estimated $1.25K and leaving 4,269 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #879.

Congress Wealth Management first reported a position in IJT in Q4 2022 and has held it in 5 quarters since. The position peaked at $570K in Q4 2024. 730 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Congress Wealth Management held 4,269 shares of iShares S&P Small-Cap 600 Growth ETF worth $568K as of Q2 2025.
Congress Wealth Management sold 10 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $1.25K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #879 holding.
Congress Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 5 quarters since.
Congress Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $570K in Q4 2024.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.