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Financial Advocates Investment Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-20,249
Closed -$2.69M – 318
2025
Q2 		$2.69M Sell
20,249
-3,383
-14% -$424K 0.22% 101
2025
Q1 		$2.94M Sell
23,632
-2,283
-9% -$305K 0.21% 117
2024
Q4 		$3.51M Buy
25,915
+249
+1% +$35.2K 0.2% 114
2024
Q3 		$3.58M Sell
25,666
-310
-1% -$41.8K 0.2% 110
2024
Q2 		$3.34M Sell
25,976
-1,567
-6% -$200K 0.21% 109
2024
Q1 		$3.6M Sell
27,543
-174
-0.6% -$21.7K 0.21% 110
2023
Q4 		$3.47M Buy
27,717
+7,982
+40% +$895K 0.23% 105
2023
Q3 		$2.16M Sell
19,735
-56
-0.3% -$6.46K 0.16% 151
2023
Q2 		$2.27M Sell
19,791
-2,842
-13% -$310K 0.16% 146
2023
Q1 		$2.49M Sell
22,633
-911
-4% -$103K 0.18% 134
2022
Q4 		$2.54M Buy
23,544
+3,051
+15% +$335K 0.19% 132
2022
Q3 		$2.08M Sell
20,493
-1,493
-7% -$168K 0.17% 144
2022
Q2 		$2.32M Buy
21,986
+3,988
+22% +$452K 0.19% 136
2022
Q1 		$2.25M Buy
17,998
+681
+4% +$85.8K 0.15% 168
2021
Q4 		$2.4M Buy
17,317
+481
+3% +$65.5K 0.15% 157
2021
Q3 		$2.19M Sell
16,836
-128
-0.8% -$16.9K 0.15% 166
2021
Q2 		$2.25M Sell
16,964
-869
-5% -$113K 0.15% 162
2021
Q1 		$2.29M Sell
17,833
-1,560
-8% -$198K 0.16% 149
2020
Q4 		$2.21M Buy
19,393
+867
+5% +$88.4K 0.15% 152
2020
Q3 		$1.63M Sell
18,526
-116
-0.6% -$10.4K 0.14% 161
2020
Q2 		$1.58M Sell
18,642
-2,392
-11% -$186K 0.15% 173
2020
Q1 		$1.45M Buy
21,034
+34
+0.2% +$3K 0.21% 131
2019
Q4 		$2.03M Sell
21,000
-404
-2% -$37.3K 0.22% 113
2019
Q3 		$1.91M Sell
21,404
-500
-2% -$45.1K 0.22% 113
2019
Q2 		$2M Sell
21,904
-372
-2% -$33.4K 0.23% 113
2019
Q1 		$1.99M Sell
22,276
-270
-1% -$23.9K 0.25% 109
2018
Q4 		$1.82M Buy
22,546
+19,286
+592% +$1.72M 0.25% 106
2018
Q3 		$329K Hold
3,260
– – 0.04% 369
2018
Q2 		$312K Buy
3,260
+878
+37% +$80.6K 0.04% 357
2018
Q1 		$207K Buy
+2,382
New +$208K 0.03% 455

Other funds holding IJT

Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Financial Advocates Investment Management's IJT Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 20,249 shares — an estimated $2.69M sold.

Financial Advocates Investment Management first reported a position in IJT in Q1 2018 and held it in 30 quarters. The position peaked at $3.6M in Q1 2024. 729 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 20,249 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $2.69M.
  • Financial Advocates Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and held it in 30 quarters.
  • Financial Advocates Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.6M in Q1 2024.
  • 729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.