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

Foundations Investment Advisors’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	-2,246	Closed	-$299K	–	1063
2025 Q2	$299K	Buy	2,246 +115	+5%	+$14.4K	﹤0.01%	744
2025 Q1	$265K	Sell	2,131 -185	-8%	-$24.7K	﹤0.01%	752
2024 Q4	$314K	Sell	2,316 -9,653	-81%	-$1.37M	0.01%	652
2024 Q3	$1.67M	Buy	11,969 +2,047	+21%	+$276K	0.04%	293
2024 Q2	$1.27M	Buy	9,922 +7,944	+402%	+$1.02M	0.03%	299
2024 Q1	$259K	Sell	1,978 -35	-2%	-$4.37K	0.01%	615
2023 Q4	$248K	Buy	+2,013	New	+$226K	0.01%	596

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

Foundations Investment Advisors's IJT Position: Q3 2025 in Review

Foundations Investment Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 2,246 shares — an estimated $299K sold.

Foundations Investment Advisors first reported a position in IJT in Q4 2023 and held it in 7 quarters. The position peaked at $1.67M in Q3 2024. 730 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

Foundations Investment Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
Foundations Investment Advisors sold 2,246 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $299K.
Foundations Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 7 quarters.
Foundations Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.67M in Q3 2024.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.