Investment Research & Advisory Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Investment Research & Advisory Group’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 Q2	–	Sell	-1,252	Closed	-$156K	–	262
2025 Q1	$156K	Hold	1,252	–	–	0.07%	77
2024 Q4	$169K	Hold	1,252	–	–	0.07%	74
2024 Q3	$175K	Hold	1,252	–	–	0.07%	71
2024 Q2	$161K	Hold	1,252	–	–	0.07%	70
2024 Q1	$164K	Hold	1,252	–	–	0.08%	67
2023 Q4	$157K	Hold	1,252	–	–	0.08%	71
2023 Q3	$137K	Hold	1,252	–	–	0.08%	72
2023 Q2	$144K	Hold	1,252	–	–	0.08%	70
2023 Q1	$138K	Sell	1,252 -159	-11%	-$17.9K	0.09%	70
2022 Q4	$152K	Buy	1,411 +159	+13%	+$17.5K	0.1%	70
2022 Q3	$127K	Hold	1,252	–	–	0.1%	69
2022 Q2	$132K	Hold	1,252	–	–	0.1%	67
2022 Q1	$157K	Hold	1,252	–	–	0.1%	68
2021 Q4	$174K	Hold	1,252	–	–	0.11%	64
2021 Q3	$164K	Hold	1,252	–	–	0.11%	67
2021 Q2	$166K	Sell	1,252 -48	-4%	-$6.25K	0.11%	69
2021 Q1	$167K	Hold	1,300	–	–	0.12%	60
2020 Q4	$148K	Buy	1,300 +48	+4%	+$4.89K	0.11%	66
2020 Q3	$110K	Hold	1,252	–	–	0.09%	69
2020 Q2	$106K	Hold	1,252	–	–	0.1%	68
2020 Q1	$86K	Hold	1,252	–	–	0.08%	67
2019 Q4	$121K	Buy	+1,252	New	+$116K	0.11%	64

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Investment Research & Advisory Group's IJT Position: Q2 2025 in Review

Investment Research & Advisory Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 1,252 shares — an estimated $156K sold.

Investment Research & Advisory Group first reported a position in IJT in Q4 2019 and held it in 22 quarters. The position peaked at $175K in Q3 2024. 731 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Investment Research & Advisory Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
Investment Research & Advisory Group sold 1,252 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $156K.
Investment Research & Advisory Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 22 quarters.
Investment Research & Advisory Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $175K in Q3 2024.
731 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Investment Research & Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.