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Sage Mountain Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Sage Mountain Advisors’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
-237
Closed -$29.5K – 528
2025
Q1 		$29.5K Hold
237
– – ﹤0.01% 446
2024
Q4 		$32.1K Hold
237
– – ﹤0.01% 440
2024
Q3 		$33.1K Buy
+237
New +$32K ﹤0.01% 449

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

Sage Mountain Advisors's IJT Position: Q2 2025 in Review

Sage Mountain Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 237 shares — an estimated $29.5K sold.

Sage Mountain Advisors first reported a position in IJT in Q3 2024 and held it in 3 quarters. The position peaked at $33.1K in Q3 2024. 729 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

  • Sage Mountain Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 237 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $29.5K.
  • Sage Mountain Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $33.1K 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 Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.