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

Peck 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
Q4 		– Sell
-1,112
Closed -$157K – 134
2025
Q3 		$157K Buy
+1,112
New +$153K 0.15% 74

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Peck Wealth Management's IJT Position: Q4 2025 in Review

Peck Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 1,112 shares — an estimated $157K sold.

Peck Wealth Management first reported a position in IJT in Q3 2025 and held it in 1 quarter. The position peaked at $157K in Q3 2025. 771 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

  • Peck Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Peck Wealth Management sold 1,112 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $157K.
  • Peck Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Peck Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $157K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on Peck Wealth Management's 13F filing for Q4 2025, filed 13 May 2026.