DT Investment Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

DT Investment Partners’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	-14,700	Closed	-$1.83M	–	539
2025 Q1	$1.83M	Hold	14,700	–	–	0.18%	67
2024 Q4	$1.99M	Hold	14,700	–	–	0.17%	66
2024 Q3	$2.05M	Hold	14,700	–	–	0.17%	66
2024 Q2	$1.89M	Hold	14,700	–	–	0.17%	62
2024 Q1	$1.92M	Hold	14,700	–	–	0.19%	55
2023 Q4	$1.83M	Hold	14,700	–	–	0.2%	56
2023 Q3	$1.61M	Hold	14,700	–	–	0.2%	55
2023 Q2	$1.76M	Hold	14,700	–	–	0.2%	49
2023 Q1	$1.57M	Hold	14,700	–	–	0.19%	51
2022 Q4	$1.59M	Buy	+14,700	New	+$1.62M	0.21%	52

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

DT Investment Partners's IJT Position: Q2 2025 in Review

DT Investment Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 14,700 shares — an estimated $1.83M sold.

DT Investment Partners first reported a position in IJT in Q4 2022 and held it in 10 quarters. The position peaked at $2.05M in Q3 2024. 731 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

DT Investment Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
DT Investment Partners sold 14,700 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $1.83M.
DT Investment Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 10 quarters.
DT Investment Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.05M in Q3 2024.
731 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on DT Investment Partners's 13F filing for Q2 2025, filed 22 Jul 2025.