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

Evergreen Private Wealth’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
2026 Q1	$318K	Buy	2,194 +40	+2%	+$5.93K	0.13%	53
2025 Q4	$304K	Buy	2,154 +129	+6%	+$18.3K	0.12%	58
2025 Q3	$287K	Buy	2,025 +130	+7%	+$17.9K	0.12%	57
2025 Q2	$252K	Sell	1,895 -94	-5%	-$11.8K	0.11%	60
2025 Q1	$248K	Sell	1,989 -82	-4%	-$11K	0.12%	60
2024 Q4	$280K	Buy	2,071 +45	+2%	+$6.37K	0.13%	59
2024 Q3	$283K	Buy	2,026 +105	+5%	+$14.2K	0.13%	61
2024 Q2	$247K	Sell	1,921 -471	-20%	-$60.2K	0.12%	63
2024 Q1	$313K	Sell	2,392 -418	-15%	-$52.2K	0.16%	62
2023 Q4	$352K	Buy	+2,810	New	+$315K	0.19%	59

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return