EFG Asset Management (Americas)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

EFG Asset Management (Americas)’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 Q3	$961K	Hold	6,792	–	–	0.17%	117
2025 Q2	$904K	Hold	6,792	–	–	0.17%	119
2025 Q1	$846K	Sell	6,792 -353	-5%	-$47.2K	0.17%	114
2024 Q4	$967K	Buy	7,145 +1,867	+35%	+$264K	0.19%	105
2024 Q3	$736K	Hold	5,278	–	–	0.14%	110
2024 Q2	$678K	Sell	5,278 -9	-0.2%	-$1.15K	0.13%	111
2024 Q1	$691K	Buy	5,287 +260	+5%	+$32.4K	0.21%	104
2023 Q4	$629K	Buy	+5,027	New	+$564K	0.14%	110
2016 Q4	–	Sell	-328	Closed	-$20K	–	115
2016 Q3	$20K	Buy	+328	New	+$22.1K	0.01%	113
2015 Q1	–	Sell	-328	Closed	-$17K	–	181
2014 Q4	$17K	Buy	+328	New	+$19.2K	0.01%	180
2014 Q2	–	Sell	-610	Closed	-$36K	–	133
2014 Q1	$36K	Buy	+610	New	+$35.8K	0.03%	98

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

EFG Asset Management (Americas)'s IJT Position: Q3 2025 in Review

EFG Asset Management (Americas) held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2025 at 6,792 shares worth $961K. The position accounts for 0.17% of the portfolio, ranked #117.

EFG Asset Management (Americas) first reported a position in IJT in Q1 2014 and has held it in 11 quarters since. The position peaked at $967K in Q4 2024. 730 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

EFG Asset Management (Americas) held 6,792 shares of iShares S&P Small-Cap 600 Growth ETF worth $961K as of Q3 2025.
EFG Asset Management (Americas) left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2025.
iShares S&P Small-Cap 600 Growth ETF made up 0.17% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #117 holding.
EFG Asset Management (Americas) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2014 and has held it in 11 quarters since.
EFG Asset Management (Americas)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $967K in Q4 2024.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.