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

Quadrant Private 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	-3,361	Closed	-$418K	–	258
2025 Q1	$418K	Sell	3,361 -1,040	-24%	-$139K	0.1%	154
2024 Q4	$596K	Buy	4,401 +1,537	+54%	+$217K	0.15%	126
2024 Q3	$399K	Buy	2,864 +889	+45%	+$120K	0.1%	165
2024 Q2	$254K	Buy	+1,975	New	+$253K	0.06%	206

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

Quadrant Private Wealth Management's IJT Position: Q2 2025 in Review

Quadrant Private Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 3,361 shares — an estimated $418K sold.

Quadrant Private Wealth Management first reported a position in IJT in Q2 2024 and held it in 4 quarters. The position peaked at $596K in Q4 2024. 730 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Quadrant Private Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
Quadrant Private Wealth Management sold 3,361 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $418K.
Quadrant Private Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2024 and held it in 4 quarters.
Quadrant Private Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $596K in Q4 2024.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.