Holistic Planning’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Holistic Planning’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 Q4	–	Sell	-1,535	Closed	-$217K	–	286
2025 Q3	$217K	Buy	+1,535	New	+$212K	0.06%	215
2025 Q1	–	Sell	-1,705	Closed	-$231K	–	193
2024 Q4	$231K	Sell	1,705 -189	-10%	-$26.7K	0.08%	156
2024 Q3	$264K	Sell	1,894 -124	-6%	-$16.7K	0.11%	130
2024 Q2	$264K	Hold	2,018	–	–	0.2%	95
2024 Q1	$264K	Sell	2,018 -62	-3%	-$7.74K	0.2%	95
2023 Q4	$260K	Buy	+2,080	New	+$233K	0.22%	96

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Holistic Planning's IJT Position: Q4 2025 in Review

Holistic Planning sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 1,535 shares — an estimated $217K sold.

Holistic Planning first reported a position in IJT in Q4 2023 and held it in 6 quarters. The position peaked at $264K in Q3 2024. 769 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

Holistic Planning reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
Holistic Planning sold 1,535 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $217K.
Holistic Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 6 quarters.
Holistic Planning's iShares S&P Small-Cap 600 Growth ETF position peaked at $264K in Q3 2024.
769 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on Holistic Planning's 13F filing for Q4 2025, filed 2 Feb 2026.