Orion Portfolio Solutions’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Orion Portfolio Solutions’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	$876K	Sell	7,038 -9,079	-56%	-$1.21M	0.01%	1153
2024 Q4	$2.18M	Buy	16,117 +7,089	+79%	+$1M	0.02%	652
2024 Q3	$1.26M	Buy	+9,028	New	+$1.22M	0.01%	924
2024 Q1	–	Sell	-16,737	Closed	-$2.05M	–	1712
2023 Q4	$2.05M	Buy	+16,737	New	+$1.88M	0.02%	617
2020 Q3	–	Sell	-182,068	Closed	-$15.5M	–	1205
2020 Q2	$15.5M	Buy	182,068 +181,344	+25,048%	+$14.1M	0.84%	20
2020 Q1	$50K	Sell	724 -70	-9%	-$6.18K	﹤0.01%	594
2019 Q4	$77K	Buy	+794	New	+$73.3K	0.01%	462

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Orion Portfolio Solutions's IJT Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 56% in Q1 2025, selling an estimated $1.21M and leaving 7,038 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #1153.

Orion Portfolio Solutions first reported a position in IJT in Q4 2019 and has held it in 7 quarters since. The position peaked at $15.5M in Q2 2020. 716 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Orion Portfolio Solutions held 7,038 shares of iShares S&P Small-Cap 600 Growth ETF worth $876K as of Q1 2025.
Orion Portfolio Solutions sold 9,079 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $1.21M.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1153 holding.
Orion Portfolio Solutions first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 7 quarters since.
Orion Portfolio Solutions's iShares S&P Small-Cap 600 Growth ETF position peaked at $15.5M in Q2 2020.
716 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.