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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Fidelity Investments

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

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

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

Northwestern Mutual Wealth Management

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return