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

Iron Horse 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
2025 Q2	$295	Hold	2	–	–	﹤0.01%	555
2025 Q1	$275	Hold	2	–	–	﹤0.01%	569
2024 Q4	$299	Hold	2	–	–	﹤0.01%	472
2024 Q3	$308	Hold	2	–	–	﹤0.01%	473
2024 Q2	$282	Hold	2	–	–	﹤0.01%	453
2024 Q1	$286	Hold	2	–	–	﹤0.01%	436
2023 Q4	$274	Hold	2	–	–	﹤0.01%	468
2023 Q3	$238	Hold	2	–	–	﹤0.01%	482
2023 Q2	$250	Hold	2	–	–	﹤0.01%	294
2023 Q1	$238	Hold	2	–	–	﹤0.01%	328
2022 Q4	$0	Buy	+2	New	+$220	﹤0.01%	257
2022 Q2	–	Sell	-1	Closed	–	–	283
2022 Q1	$0	Hold	1	–	–	﹤0.01%	239
2021 Q4	$0	Hold	1	–	–	﹤0.01%	228
2021 Q3	$0	Hold	1	–	–	﹤0.01%	217
2021 Q2	$0	Hold	1	–	–	﹤0.01%	197
2021 Q1	$0	Hold	1	–	–	﹤0.01%	189
2020 Q4	$0	Buy	+1	New	+$102	﹤0.01%	177

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

Iron Horse Wealth Management's IJT Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2025 at 2 shares worth $295. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Iron Horse Wealth Management first reported a position in IJT in Q4 2020 and has held it in 17 quarters since. The position peaked at $308 in Q3 2024. 731 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Iron Horse Wealth Management held 2 shares of iShares S&P Small-Cap 600 Growth ETF worth $295 as of Q2 2025.
Iron Horse Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2025.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #555 holding.
Iron Horse Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 17 quarters since.
Iron Horse Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $308 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 Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.