Lindbrook Capital’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Lindbrook Capital’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 Q1	$63.2K	Hold	508	–	–	0.01%	893
2024 Q4	$68.8K	Hold	508	–	–	0.01%	682
2024 Q3	$70.9K	Hold	508	–	–	0.01%	675
2024 Q2	$65.2K	Hold	508	–	–	0.01%	691
2024 Q1	$66.4K	Hold	508	–	–	0.01%	674
2023 Q4	$63.6K	Hold	508	–	–	0.01%	672
2023 Q3	$55.7K	Hold	508	–	–	0.01%	646
2023 Q2	$58.4K	Hold	508	–	–	0.01%	657
2023 Q1	$55.9K	Sell	508 -374	-42%	-$42.2K	0.01%	657
2022 Q4	$95.3K	Buy	882 +374	+74%	+$41.1K	0.01%	499
2022 Q3	$52K	Hold	508	–	–	0.01%	628
2022 Q2	$54K	Sell	508 -374	-42%	-$42.4K	0.01%	628
2022 Q1	$110K	Buy	882 +508	+136%	+$64K	0.02%	434
2021 Q4	$52K	Hold	374	–	–	0.01%	703
2021 Q3	$49K	Hold	374	–	–	0.01%	445
2021 Q2	$50K	Sell	374 -374	-50%	-$48.7K	0.01%	481
2021 Q1	$96K	Hold	748	–	–	0.02%	283
2020 Q4	$85K	Hold	748	–	–	0.02%	272
2020 Q3	$66K	Hold	748	–	–	0.02%	289
2020 Q2	$64K	Hold	748	–	–	0.02%	302
2020 Q1	$52K	Hold	748	–	–	0.02%	313
2019 Q4	$72K	Hold	748	–	–	0.03%	331
2019 Q3	$67K	Hold	748	–	–	0.03%	328
2019 Q2	$68K	Hold	748	–	–	0.03%	325
2019 Q1	$66K	Hold	748	–	–	0.03%	327
2018 Q4	$60K	Buy	+748	New	+$66.6K	0.03%	292

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lindbrook Capital's IJT Position: Q1 2025 in Review

Lindbrook Capital held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2025 at 508 shares worth $63.2K. The position accounts for 0.01% of the portfolio, ranked #893.

Lindbrook Capital first reported a position in IJT in Q4 2018 and has held it in 26 quarters since. The position peaked at $110K in Q1 2022. 715 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Lindbrook Capital held 508 shares of iShares S&P Small-Cap 600 Growth ETF worth $63.2K as of Q1 2025.
Lindbrook Capital left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2025.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #893 holding.
Lindbrook Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 26 quarters since.
Lindbrook Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $110K in Q1 2022.
715 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.