MWM
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Maltin Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Maltin Wealth Management’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 		– Sell
-1,566
Closed -$212K – 131
2024
Q4 		$212K Sell
1,566
-2,523
-62% -$357K 0.1% 126
2024
Q3 		$570K Buy
4,089
+827
+25% +$112K 0.28% 71
2024
Q2 		$419K Buy
3,262
+102
+3% +$13K 0.23% 80
2024
Q1 		$413K Buy
3,160
+288
+10% +$35.9K 0.23% 81
2023
Q4 		$359K Buy
2,872
+145
+5% +$16.3K 0.23% 83
2023
Q3 		$299K Hold
2,727
– – 0.21% 87
2023
Q2 		$313K Sell
2,727
-137
-5% -$15K 0.22% 82
2023
Q1 		$315K Buy
2,864
+92
+3% +$10.4K 0.23% 81
2022
Q4 		$300K Sell
2,772
-6,677
-71% -$734K 0.22% 82
2022
Q3 		$961K Sell
9,449
-125
-1% -$14K 0.76% 45
2022
Q2 		$1.01M Sell
9,574
-824
-8% -$93.4K 0.73% 49
2022
Q1 		$1.3M Sell
10,398
-585
-5% -$73.7K 0.86% 41
2021
Q4 		$1.52M Sell
10,983
-52
-0.5% -$7.08K 0.92% 37
2021
Q3 		$1.44M Buy
11,035
+91
+0.8% +$12K 0.88% 34
2021
Q2 		$1.45M Buy
10,944
+338
+3% +$44K 0.88% 35
2021
Q1 		$1.36M Sell
10,606
-374
-3% -$47.5K 0.88% 36
2020
Q4 		$1.25M Sell
10,980
-724
-6% -$73.8K 0.88% 35
2020
Q3 		$1.03M Sell
11,704
-762
-6% -$68.2K 0.73% 39
2020
Q2 		$1.06M Sell
12,466
-448
-3% -$34.9K 0.8% 36
2020
Q1 		$890K Sell
12,914
-1,324
-9% -$117K 0.76% 36
2019
Q4 		$1.38M Buy
+14,238
New +$1.31M 0.89% 30

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Maltin Wealth Management's IJT Position: Q1 2025 in Review

Maltin Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 1,566 shares — an estimated $212K sold.

Maltin Wealth Management first reported a position in IJT in Q4 2019 and held it in 21 quarters. The position peaked at $1.52M in Q4 2021. 716 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

  • Maltin Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Maltin Wealth Management sold 1,566 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $212K.
  • Maltin Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 21 quarters.
  • Maltin Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.52M in Q4 2021.
  • 716 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Maltin Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.