Nalls Sherbakoff Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Nalls Sherbakoff Group’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 Q4	$83K	Hold	588	–	–	0.06%	159
2025 Q3	$83.2K	Hold	588	–	–	0.06%	161
2025 Q2	$78.2K	Hold	588	–	–	0.06%	159
2025 Q1	$73.2K	Buy	+588	New	+$78.6K	0.06%	153
2023 Q4	$73.6K	Sell	588 -142	-19%	-$15.9K	0.07%	138
2023 Q3	$80.1K	Hold	730	–	–	0.08%	126
2023 Q2	$78K	Hold	730	–	–	0.08%	128
2023 Q1	$79K	Buy	+730	New	+$82.3K	0.08%	132
2018 Q4	$71K	Buy	+880	New	+$78.4K	0.11%	108

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Nalls Sherbakoff Group's IJT Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2025 at 588 shares worth $83K. The position accounts for 0.06% of the portfolio, ranked #159.

Nalls Sherbakoff Group first reported a position in IJT in Q4 2018 and has held it in 9 quarters since. The position peaked at $83.2K in Q3 2025. 770 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

Nalls Sherbakoff Group held 588 shares of iShares S&P Small-Cap 600 Growth ETF worth $83K as of Q4 2025.
Nalls Sherbakoff Group left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2025.
iShares S&P Small-Cap 600 Growth ETF made up 0.06% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #159 holding.
Nalls Sherbakoff Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $83.2K in Q3 2025.
770 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.