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

Lowe Wealth 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	$7.08K	Hold	50	–	–	﹤0.01%	271
2025 Q2	$6.65K	Hold	50	–	–	﹤0.01%	272
2025 Q1	$6.22K	Hold	50	–	–	﹤0.01%	274
2024 Q4	$6.77K	Hold	50	–	–	﹤0.01%	252
2024 Q3	$6.97K	Hold	50	–	–	﹤0.01%	241
2024 Q2	$6.42K	Hold	50	–	–	﹤0.01%	243
2024 Q1	$6.54K	Hold	50	–	–	﹤0.01%	237
2023 Q4	$6.26K	Hold	50	–	–	﹤0.01%	234
2023 Q3	$5.48K	Hold	50	–	–	﹤0.01%	232
2023 Q2	$5.75K	Hold	50	–	–	﹤0.01%	255
2023 Q1	$5.5K	Hold	50	–	–	﹤0.01%	244
2022 Q4	$5.4K	Hold	50	–	–	﹤0.01%	251
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	241
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	233
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	231
2021 Q4	$7K	Hold	50	–	–	﹤0.01%	207
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	206
2021 Q2	$7K	Hold	50	–	–	﹤0.01%	199
2021 Q1	$6K	Hold	50	–	–	﹤0.01%	197
2020 Q4	$6K	Hold	50	–	–	﹤0.01%	193
2020 Q3	$4K	Hold	50	–	–	﹤0.01%	201
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	197
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	210
2019 Q4	$5K	Hold	50	–	–	﹤0.01%	202
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	205
2019 Q2	$5K	Hold	50	–	–	﹤0.01%	205
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	188
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	178
2018 Q3	$5K	Buy	+50	New	+$5.03K	﹤0.01%	186
2015 Q4	–	Sell	-476	Closed	-$29K	–	236
2015 Q3	$29K	Buy	+476	New	+$30.5K	0.02%	70

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

Lowe Wealth Advisors's IJT Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2025 at 50 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Lowe Wealth Advisors first reported a position in IJT in Q3 2015 and has held it in 30 quarters since. The position peaked at $29K in Q3 2015. 729 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

Lowe Wealth Advisors held 50 shares of iShares S&P Small-Cap 600 Growth ETF worth $7.08K as of Q3 2025.
Lowe Wealth Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2025.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #271 holding.
Lowe Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2015 and has held it in 30 quarters since.
Lowe Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $29K in Q3 2015.
729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.