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MJT & Associates Financial Advisory’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

MJT & Associates Financial Advisory’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
-149
Closed -$19.7K – 480
2025
Q2 		$19.7K Sell
149
-39,395
-100% -$4.94M 0.02% 148
2025
Q1 		$4.92M Buy
+39,544
New +$5.29M 4.73% 7

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

MJT & Associates Financial Advisory's IJT Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 149 shares — an estimated $19.7K sold.

MJT & Associates Financial Advisory first reported a position in IJT in Q1 2025 and held it in 2 quarters. The position peaked at $4.92M in Q1 2025. 730 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 149 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $19.7K.
  • MJT & Associates Financial Advisory first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.92M in Q1 2025.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.