Paragon Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Paragon Advisors’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	–	Sell	-3,533	Closed	-$500K	–	82
2025 Q3	$500K	Sell	3,533 -794	-18%	-$110K	0.13%	64
2025 Q2	$576K	Sell	4,327 -219	-5%	-$27.4K	0.15%	61
2025 Q1	$566K	Buy	4,546 +1,338	+42%	+$179K	0.21%	65
2024 Q4	$434K	Buy	+3,208	New	+$454K	0.15%	67
2024 Q1	–	Sell	-3,132	Closed	-$392K	–	89
2023 Q4	$392K	Sell	3,132 -701	-18%	-$78.6K	0.17%	84
2023 Q3	$420K	Sell	3,833 -24,213	-86%	-$2.79M	0.17%	90
2023 Q2	$3.22M	Sell	28,046 -22,509	-45%	-$2.46M	1.05%	26
2023 Q1	$5.56M	Sell	50,555 -7,470	-13%	-$842K	1.87%	11
2022 Q4	$6.27M	Buy	58,025 +45,606	+367%	+$5.01M	2.77%	9
2022 Q3	$1.26M	Buy	+12,419	New	+$1.39M	0.65%	39

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Paragon Advisors's IJT Position: Q4 2025 in Review

Paragon Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 3,533 shares — an estimated $500K sold.

Paragon Advisors first reported a position in IJT in Q3 2022 and held it in 10 quarters. The position peaked at $6.27M in Q4 2022. 772 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

Paragon Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
Paragon Advisors sold 3,533 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $500K.
Paragon Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2022 and held it in 10 quarters.
Paragon Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $6.27M in Q4 2022.
772 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on Paragon Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.