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

Keebeck 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 Q4	–	Sell	-7,869	Closed	-$1.11M	–	376
2025 Q3	$1.11M	Sell	7,869 -2,042	-21%	-$282K	0.13%	138
2025 Q2	$1.32M	Sell	9,911 -56,203	-85%	-$7.04M	0.17%	126
2025 Q1	$8.23M	Sell	66,114 -6,445	-9%	-$862K	1.21%	17
2024 Q4	$9.82M	Sell	72,559 -32,029	-31%	-$4.53M	1.42%	15
2024 Q3	$14.6M	Buy	104,588 +544	+0.5%	+$73.4K	2.11%	7
2024 Q2	$13.4M	Buy	+104,044	New	+$13.3M	1.96%	7
2023 Q2	–	Sell	-2,018	Closed	-$222K	–	267
2023 Q1	$222K	Sell	2,018 -3,204	-61%	-$361K	0.04%	235
2022 Q4	$564K	Sell	5,222 -489	-9%	-$53.8K	0.1%	144
2022 Q3	$581K	Buy	+5,711	New	+$641K	0.11%	136
2022 Q2	–	Sell	-2,572	Closed	-$322K	–	242
2022 Q1	$322K	Buy	+2,572	New	+$324K	0.05%	194
2020 Q1	–	Sell	-42,280	Closed	-$4.09M	–	236
2019 Q4	$4.09M	Buy	+42,280	New	+$3.9M	1.3%	20

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

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Keebeck Wealth Management's IJT Position: Q4 2025 in Review

Keebeck Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 7,869 shares — an estimated $1.11M sold.

Keebeck Wealth Management first reported a position in IJT in Q4 2019 and held it in 11 quarters. The position peaked at $14.6M in Q3 2024. 771 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

Keebeck Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
Keebeck Wealth Management sold 7,869 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $1.11M.
Keebeck Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 11 quarters.
Keebeck Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $14.6M in Q3 2024.
771 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on Keebeck Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.