Lion Street Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Lion Street Advisors’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 Q3	–	Sell	-4,590	Closed	-$611K	–	292
2025 Q2	$611K	Sell	4,590 -1,530	-25%	-$192K	0.19%	121
2025 Q1	$762K	Sell	6,120 -1,080	-15%	-$144K	0.24%	89
2024 Q4	$975K	Sell	7,200 -1,000	-12%	-$141K	0.31%	68
2024 Q3	$1.14M	Buy	8,200 +2,100	+34%	+$283K	0.4%	51
2024 Q2	$783K	Sell	6,100 -1,400	-19%	-$179K	0.29%	75
2024 Q1	$939K	Hold	7,500	–	–	0.38%	52
2023 Q4	$939K	Buy	7,500 +2,150	+40%	+$241K	0.38%	52
2023 Q3	$587K	Buy	+5,350	New	+$617K	0.19%	108
2023 Q2	–	Sell	-3,000	Closed	-$330K	–	263
2023 Q1	$330K	Buy	+3,000	New	+$338K	0.1%	163

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

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

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

Lion Street Advisors's IJT Position: Q3 2025 in Review

Lion Street Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 4,590 shares — an estimated $611K sold.

Lion Street Advisors first reported a position in IJT in Q1 2023 and held it in 9 quarters. The position peaked at $1.14M in Q3 2024. 729 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

Lion Street Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 4,590 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $611K.
Lion Street Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 9 quarters.
Lion Street Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.14M in Q3 2024.
729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.