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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
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$1.66T AUM
25.57%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
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$501B AUM
22.01%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
PNC Financial Services Group
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$173B AUM
20.72%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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