Pathstone Holdings
IJT icon

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

Pathstone Holdings’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
2026
Q1 		$6.9M Buy
47,668
+21,942
+85% +$3.26M 0.03% 461
2025
Q4 		$3.63M Buy
25,726
+4,688
+22% +$664K 0.01% 706
2025
Q3 		$2.98M Sell
21,038
-5,160
-20% -$712K 0.01% 812
2025
Q2 		$3.49M Buy
26,198
+9,365
+56% +$1.17M 0.01% 698
2025
Q1 		$2.13M Buy
16,833
+3,276
+24% +$438K 0.01% 948
2024
Q4 		$1.84M Buy
13,557
+1,562
+13% +$221K 0.01% 1019
2024
Q3 		$1.67M Buy
11,995
+5,845
+95% +$788K 0.01% 1087
2024
Q2 		$790K Buy
6,150
+579
+10% +$74.1K ﹤0.01% 1450
2024
Q1 		$729K Buy
5,571
+2,991
+116% +$373K ﹤0.01% 1488
2023
Q4 		$323K Buy
+2,580
New +$289K ﹤0.01% 1774

Other funds holding IJT

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return