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

Dougherty Wealth Advisers’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	–	Sell	-305	Closed	-$38K	–	111
2025 Q1	$38K	Sell	305 -2,184	-88%	-$292K	0.03%	88
2024 Q4	$337K	Buy	+2,489	New	+$352K	0.26%	29
2020 Q2	–	Sell	-3,330	Closed	-$230K	–	164
2020 Q1	$230K	Hold	3,330	–	–	0.92%	27
2019 Q4	$322K	Hold	3,330	–	–	0.98%	24
2019 Q3	$297K	Hold	3,330	–	–	0.98%	24
2019 Q2	$304K	Hold	3,330	–	–	0.86%	28
2019 Q1	$297K	Hold	3,330	–	–	1.01%	24
2018 Q4	$294K	Buy	+3,330	New	+$297K	0.97%	26

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

Dougherty Wealth Advisers's IJT Position: Q2 2025 in Review

Dougherty Wealth Advisers sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 305 shares — an estimated $38K sold.

Dougherty Wealth Advisers first reported a position in IJT in Q4 2018 and held it in 8 quarters. The position peaked at $337K in Q4 2024. 730 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Dougherty Wealth Advisers reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
Dougherty Wealth Advisers sold 305 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $38K.
Dougherty Wealth Advisers first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 8 quarters.
Dougherty Wealth Advisers's iShares S&P Small-Cap 600 Growth ETF position peaked at $337K 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 Dougherty Wealth Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.