Northeast Financial Consultants’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Northeast Financial Consultants’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 Q2	$2.28M	Sell	17,158 -964	-5%	-$121K	0.09%	99
2025 Q1	$2.26M	Sell	18,122 -265	-1%	-$35.4K	0.1%	100
2024 Q4	$2.49M	Sell	18,387 -1,608	-8%	-$228K	0.11%	93
2024 Q3	$2.79M	Hold	19,995	–	–	0.12%	89
2024 Q2	$2.57M	Sell	19,995 -835	-4%	-$107K	0.12%	92
2024 Q1	$2.72M	Sell	20,830 -910	-4%	-$114K	0.13%	95
2023 Q4	$2.72M	Sell	21,740 -833	-4%	-$93.4K	0.15%	90
2023 Q3	$2.48M	Buy	22,573 +41	+0.2%	+$4.73K	0.16%	94
2023 Q2	$2.59M	Buy	22,532 +812	+4%	+$88.7K	0.16%	89
2023 Q1	$2.39M	Sell	21,720 -348	-2%	-$39.2K	0.15%	93
2022 Q4	$2.38M	Sell	22,068 -18,055	-45%	-$1.98M	0.16%	90
2022 Q3	$4.08M	Buy	40,123 +916	+2%	+$103K	0.3%	54
2022 Q2	$4.13M	Sell	39,207 -3,358	-8%	-$381K	0.29%	55
2022 Q1	$5.33M	Buy	42,565 +28,622	+205%	+$3.61M	0.31%	54
2021 Q4	$1.94M	Buy	13,943 +7,165	+106%	+$975K	0.12%	95
2021 Q3	$881K	Buy	6,778 +674	+11%	+$88.8K	0.06%	169
2021 Q2	$810K	Buy	6,104 +340	+6%	+$44.3K	0.05%	178
2021 Q1	$739K	Hold	5,764	–	–	0.06%	168
2020 Q4	$658K	Buy	5,764 +1,904	+49%	+$194K	0.05%	166
2020 Q3	$341K	Hold	3,860	–	–	0.03%	215
2020 Q2	$328K	Hold	3,860	–	–	0.03%	210
2020 Q1	$266K	Hold	3,860	–	–	0.03%	209
2019 Q4	$373K	Hold	3,860	–	–	0.03%	210
2019 Q3	$344K	Hold	3,860	–	–	0.04%	216
2019 Q2	$352K	Hold	3,860	–	–	0.04%	217
2019 Q1	$344K	Buy	+3,860	New	+$341K	0.04%	211
2018 Q4	–	Sell	-3,860	Closed	-$389K	–	179
2018 Q3	$389K	Buy	+3,860	New	+$388K	0.11%	102

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Northeast Financial Consultants's IJT Position: Q2 2025 in Review

Northeast Financial Consultants reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.3% in Q2 2025, selling an estimated $121K and leaving 17,158 shares worth $2.28M. The position accounts for 0.09% of the portfolio, ranked #99.

Northeast Financial Consultants first reported a position in IJT in Q3 2018 and has held it in 27 quarters since. The position peaked at $5.33M in Q1 2022. 730 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Northeast Financial Consultants held 17,158 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.28M as of Q2 2025.
Northeast Financial Consultants sold 964 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $121K.
iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Northeast Financial Consultants's portfolio in Q2 2025, its #99 holding.
Northeast Financial Consultants first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and has held it in 27 quarters since.
Northeast Financial Consultants's iShares S&P Small-Cap 600 Growth ETF position peaked at $5.33M in Q1 2022.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.