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

Presilium Private Wealth’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	-3,402	Closed	-$424K	–	77
2025 Q1	$424K	Sell	3,402 -1,342	-28%	-$179K	0.09%	54
2024 Q4	$642K	Sell	4,744 -21	-0.4%	-$2.97K	0.15%	49
2024 Q3	$665K	Sell	4,765 -109	-2%	-$14.7K	0.15%	48
2024 Q2	$626K	Sell	4,874 -12	-0.2%	-$1.53K	0.16%	47
2024 Q1	$639K	Sell	4,886 -58	-1%	-$7.24K	0.17%	48
2023 Q4	$619K	Buy	+4,944	New	+$555K	0.18%	46

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Presilium Private Wealth's IJT Position: Q2 2025 in Review

Presilium Private Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 3,402 shares — an estimated $424K sold.

Presilium Private Wealth first reported a position in IJT in Q4 2023 and held it in 6 quarters. The position peaked at $665K in Q3 2024. 731 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Presilium Private Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
Presilium Private Wealth sold 3,402 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $424K.
Presilium Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 6 quarters.
Presilium Private Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $665K in Q3 2024.
731 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Presilium Private Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.