PCA Investment Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

PCA Investment Advisory Services’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	–	Sell	-1,704	Closed	-$231K	–	91
2024 Q4	$231K	Sell	1,704 -1,269	-43%	-$180K	0.11%	126
2024 Q3	$415K	Buy	2,973 +42	+1%	+$5.67K	0.2%	74
2024 Q2	$376K	Sell	2,931 -1,248	-30%	-$160K	0.2%	73
2024 Q1	$546K	Buy	4,179 +660	+19%	+$82.4K	0.31%	53
2023 Q4	$440K	Sell	3,519 -12,350	-78%	-$1.39M	0.29%	56
2023 Q3	$1.74M	Buy	15,869 +660	+4%	+$76.1K	1.24%	21
2023 Q2	$1.75M	Buy	15,209 +1,875	+14%	+$205K	1.04%	22
2023 Q1	$1.47M	Buy	+13,334	New	+$1.5M	1.04%	23

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

PCA Investment Advisory Services's IJT Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 1,704 shares — an estimated $231K sold.

PCA Investment Advisory Services first reported a position in IJT in Q1 2023 and held it in 8 quarters. The position peaked at $1.75M in Q2 2023. 714 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

PCA Investment Advisory Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 1,704 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $231K.
PCA Investment Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.75M in Q2 2023.
714 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.