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

Marshall & Sterling 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
Q1 		– Sell
-24
Closed -$3.25K – 650
2024
Q4 		$3.25K Buy
+24
New +$3.4K ﹤0.01% 281

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IJT Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 24 shares — an estimated $3.25K sold.

Marshall & Sterling Wealth Advisors first reported a position in IJT in Q4 2024 and held it in 1 quarter. The position peaked at $3.25K in Q4 2024. 714 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 24 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $3.25K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.25K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.