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PBMares Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

PBMares Wealth Management’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 		– Sell
-1,741
Closed -$217K – 193
2025
Q1 		$217K Buy
1,741
+57
+3% +$7.62K 0.04% 182
2024
Q4 		$228K Sell
1,684
-5
-0.3% -$707 0.05% 179
2024
Q3 		$236K Buy
+1,689
New +$228K 0.05% 168

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

PBMares Wealth Management's IJT Position: Q2 2025 in Review

PBMares Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 1,741 shares — an estimated $217K sold.

PBMares Wealth Management first reported a position in IJT in Q3 2024 and held it in 3 quarters. The position peaked at $236K in Q3 2024. 729 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

  • PBMares Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • PBMares Wealth Management sold 1,741 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $217K.
  • PBMares Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and held it in 3 quarters.
  • PBMares Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $236K in Q3 2024.
  • 729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on PBMares Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.