Mechanics Bank - Trust Department’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Mechanics Bank - Trust Department’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	-2,500	Closed	-$333K	–	209
2025 Q2	$333K	Hold	2,500	–	–	0.05%	181
2025 Q1	$311K	Hold	2,500	–	–	0.04%	183
2024 Q4	$338K	Hold	2,500	–	–	0.05%	178
2024 Q3	$349K	Sell	2,500 -2,500	-50%	-$337K	0.05%	173
2024 Q2	$642K	Buy	+5,000	New	+$640K	0.09%	141
2019 Q4	–	Sell	-1,110	Closed	-$99K	–	196
2019 Q3	$99K	Buy	+1,110	New	+$100K	0.02%	188

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mechanics Bank - Trust Department's IJT Position: Q3 2025 in Review

Mechanics Bank - Trust Department sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 2,500 shares — an estimated $333K sold.

Mechanics Bank - Trust Department first reported a position in IJT in Q3 2019 and held it in 6 quarters. The position peaked at $642K in Q2 2024. 728 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

Mechanics Bank - Trust Department reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
Mechanics Bank - Trust Department sold 2,500 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $333K.
Mechanics Bank - Trust Department first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2019 and held it in 6 quarters.
Mechanics Bank - Trust Department's iShares S&P Small-Cap 600 Growth ETF position peaked at $642K in Q2 2024.
728 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q3 2025, filed 22 Oct 2025.