Heritage Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Heritage Financial Services’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 Q1	–	Sell	-1,654	Closed	-$224K	–	125
2024 Q4	$224K	Hold	1,654	–	–	0.03%	104
2024 Q3	$231K	Sell	1,654 -16	-1%	-$2.16K	0.03%	95
2024 Q2	$214K	Hold	1,670	–	–	0.03%	100
2024 Q1	$218K	Buy	+1,670	New	+$208K	0.03%	98
2022 Q3	–	Sell	-40	Closed	-$4K	–	257
2022 Q2	$4K	Buy	+40	New	+$4.53K	﹤0.01%	367

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Financial Services's IJT Position: Q1 2025 in Review

Heritage Financial Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 1,654 shares — an estimated $224K sold.

Heritage Financial Services first reported a position in IJT in Q2 2022 and held it in 5 quarters. The position peaked at $231K in Q3 2024. 716 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Heritage Financial Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
Heritage Financial Services sold 1,654 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $224K.
Heritage Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 5 quarters.
Heritage Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $231K in Q3 2024.
716 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Heritage Financial Services's 13F filing for Q1 2025, filed 14 May 2025.