MHS
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M Holdings Securities’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-99,240
Closed -$12.4M – 180
2025
Q1 		$12.4M Buy
99,240
+4,594
+5% +$614K 2.06% 9
2024
Q4 		$12.8M Buy
+94,646
New +$13.4M 2.07% 13
2024
Q2 		– Sell
-87,630
Closed -$11.5M – 327
2024
Q1 		$11.5M Buy
87,630
+5,261
+6% +$657K 1.93% 11
2023
Q4 		$10.3M Buy
82,369
+1,793
+2% +$201K 1.16% 20
2023
Q3 		$8.84M Buy
80,576
+72,476
+895% +$8.36M 1.17% 19
2023
Q2 		$931K Sell
8,100
-7,652
-49% -$836K 0.19% 73
2023
Q1 		$1.73M Buy
15,752
+10,232
+185% +$1.15M 0.18% 97
2022
Q4 		$597K Buy
5,520
+3,142
+132% +$345K 0.06% 222
2022
Q3 		$242K Sell
2,378
-728
-23% -$81.7K 0.03% 364
2022
Q2 		$327K Buy
3,106
+1,126
+57% +$128K 0.03% 320
2022
Q1 		$248K Buy
+1,980
New +$250K 0.02% 434
2021
Q2 		– Sell
-2,268
Closed -$291K – 339
2021
Q1 		$291K Buy
+2,268
New +$288K 0.03% 396
2019
Q1 		– Sell
-21,030
Closed -$1.7M – 368
2018
Q4 		$1.7M Sell
21,030
-1,744
-8% -$155K 0.53% 48
2018
Q3 		$2.3M Buy
+22,774
New +$2.29M 0.6% 38
2018
Q1 		– Sell
-10,548
Closed -$897K – 324
2017
Q4 		$897K Buy
+10,548
New +$882K 0.27% 114

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

M Holdings Securities's IJT Position: Q2 2025 in Review

M Holdings Securities sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 99,240 shares — an estimated $12.4M sold.

M Holdings Securities first reported a position in IJT in Q4 2017 and held it in 15 quarters. The position peaked at $12.8M in Q4 2024. 729 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

  • M Holdings Securities reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • M Holdings Securities sold 99,240 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $12.4M.
  • M Holdings Securities first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 15 quarters.
  • M Holdings Securities's iShares S&P Small-Cap 600 Growth ETF position peaked at $12.8M in Q4 2024.
  • 729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on M Holdings Securities's 13F filing for Q2 2025, filed 13 Aug 2025.