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

Kovitz Investment Group 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	-18,232	Closed	-$2.58M	–	859
2025 Q3	$2.58M	Buy	18,232 +182	+1%	+$25.1K	0.01%	588
2025 Q2	$2.4M	Buy	18,050 +1,348	+8%	+$169K	0.01%	589
2025 Q1	$2.08M	Sell	16,702 -114	-0.7%	-$15.2K	0.01%	577
2024 Q4	$2.28M	Buy	16,816 +88	+0.5%	+$12.5K	0.01%	550
2024 Q3	$163K	Sell	16,728 -387	-2%	-$52.2K	﹤0.01%	963
2024 Q2	$2.2M	Buy	+17,115	New	+$2.19M	0.02%	420
2023 Q3	–	Sell	-2,331	Closed	-$268K	–	403
2023 Q2	$268K	Buy	2,331 +6	+0.3%	+$655	﹤0.01%	375
2023 Q1	$256K	Buy	+2,325	New	+$262K	﹤0.01%	384
2020 Q2	–	Sell	-7,200	Closed	-$496K	–	389
2020 Q1	$496K	Hold	7,200	–	–	0.02%	296
2019 Q4	$696K	Hold	7,200	–	–	0.02%	302
2019 Q3	$642K	Buy	+7,200	New	+$650K	0.02%	303

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

Kovitz Investment Group Partners's IJT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 18,232 shares — an estimated $2.58M sold.

Kovitz Investment Group Partners first reported a position in IJT in Q3 2019 and held it in 11 quarters. The position peaked at $2.58M in Q3 2025. 771 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 18,232 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $2.58M.
Kovitz Investment Group Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2019 and held it in 11 quarters.
Kovitz Investment Group Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.58M in Q3 2025.
771 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.