EK
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Evensky & Katz’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Evensky & Katz’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
-10,058
Closed -$1.25M – 75
2025
Q1 		$1.25M Sell
10,058
-98
-1% -$13.1K 0.08% 49
2024
Q4 		$1.38M Buy
10,156
+15
+0.1% +$2.12K 0.09% 48
2024
Q3 		$1.42M Buy
10,141
+21
+0.2% +$2.83K 0.09% 48
2024
Q2 		$1.3M Buy
10,120
+17
+0.2% +$2.17K 0.09% 48
2024
Q1 		$1.32M Buy
10,103
+11
+0.1% +$1.37K 0.09% 48
2023
Q4 		$1.26M Buy
10,092
+36
+0.4% +$4.04K 0.1% 47
2023
Q3 		$1.1M Hold
10,056
– – 0.09% 47
2023
Q2 		$1.16M Sell
10,056
-26
-0.3% -$2.84K 0.09% 48
2023
Q1 		$1.11M Buy
10,082
+16
+0.2% +$1.8K 0.09% 48
2022
Q4 		$1.09M Buy
10,066
+39
+0.4% +$4.29K 0.1% 50
2022
Q3 		$1.02M Buy
10,027
+4
+0% +$449 0.12% 46
2022
Q2 		$1.06M Buy
10,023
+13
+0.1% +$1.47K 0.12% 46
2022
Q1 		$1.25M Sell
10,010
-360
-3% -$45.4K 0.12% 42
2021
Q4 		$1.44M Sell
10,370
-183
-2% -$24.9K 0.14% 42
2021
Q3 		$1.37M Buy
10,553
+4
+0% +$527 0.14% 39
2021
Q2 		$1.4M Sell
10,549
-497
-4% -$64.7K 0.14% 39
2021
Q1 		$1.42M Sell
11,046
-1,556
-12% -$198K 0.16% 38
2020
Q4 		$1.44M Buy
12,602
+22
+0.2% +$2.24K 0.18% 36
2020
Q3 		$1.11M Sell
12,580
-208
-2% -$18.6K 0.15% 40
2020
Q2 		$1.09M Buy
12,788
+50
+0.4% +$3.9K 0.16% 41
2020
Q1 		$878K Buy
12,738
+4
+0% +$353 0.14% 44
2019
Q4 		$1.23M Sell
12,734
-2,528
-17% -$233K 0.17% 39
2019
Q3 		$1.36M Buy
15,262
+6
+0% +$542 0.19% 45
2019
Q2 		$1.39M Buy
15,256
+32
+0.2% +$2.88K 0.19% 44
2019
Q1 		$1.36M Buy
+15,224
New +$1.35M 0.19% 42

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Evensky & Katz's IJT Position: Q2 2025 in Review

Evensky & Katz sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 10,058 shares — an estimated $1.25M sold.

Evensky & Katz first reported a position in IJT in Q1 2019 and held it in 25 quarters. The position peaked at $1.44M in Q4 2021. 730 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

  • Evensky & Katz reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Evensky & Katz sold 10,058 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $1.25M.
  • Evensky & Katz first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 25 quarters.
  • Evensky & Katz's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.44M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Evensky & Katz's 13F filing for Q2 2025, filed 22 Jul 2025.