Greenup Street Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Greenup Street Wealth 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
2026 Q1	$2.92M	Sell	20,201 -476	-2%	-$70.6K	0.41%	46
2025 Q4	$2.92M	Buy	20,677 +2,877	+16%	+$407K	0.42%	45
2025 Q3	$2.52M	Buy	17,800 +359	+2%	+$49.5K	0.39%	49
2025 Q2	$2.32M	Buy	17,441 +1,285	+8%	+$161K	0.4%	45
2025 Q1	$2.01M	Buy	16,156 +747	+5%	+$99.9K	0.4%	48
2024 Q4	$2.09M	Buy	+15,409	New	+$2.18M	0.41%	43
2024 Q1	–	Sell	-5,083	Closed	-$636K	–	86
2023 Q4	$636K	Buy	+5,083	New	+$570K	0.18%	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 $564B 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 $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B 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