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 $1.66T 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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