KMG Fiduciary Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

KMG Fiduciary Partners’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	-3,119	Closed	-$441K	–	281
2025 Q3	$441K	Hold	3,119	–	–	0.03%	241
2025 Q2	$415K	Hold	3,119	–	–	0.03%	238
2025 Q1	$388K	Hold	3,119	–	–	0.03%	236
2024 Q4	$422K	Sell	3,119 -2	-0.1%	-$283	0.04%	223
2024 Q3	$435K	Buy	3,121 +2	+0.1%	+$270	0.04%	219
2024 Q2	$401K	Hold	3,119	–	–	0.04%	196
2024 Q1	$408K	Hold	3,119	–	–	0.04%	187
2023 Q4	$390K	Hold	3,119	–	–	0.05%	188
2023 Q3	$342K	Hold	3,119	–	–	0.05%	188
2023 Q2	$358K	Buy	3,119 +37	+1%	+$4.04K	0.05%	192
2023 Q1	$339K	Buy	+3,082	New	+$348K	0.05%	192

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 29.18% 1-Year Est. Return

KMG Fiduciary Partners's IJT Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 3,119 shares — an estimated $441K sold.

KMG Fiduciary Partners first reported a position in IJT in Q1 2023 and held it in 11 quarters. The position peaked at $441K in Q3 2025. 772 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

KMG Fiduciary Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 3,119 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $441K.
KMG Fiduciary Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 11 quarters.
KMG Fiduciary Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $441K in Q3 2025.
772 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.