Sheaff Brock Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Sheaff Brock Investment 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 Q1	$378K	Hold	3,040	–	–	0.03%	294
2024 Q4	$412K	Hold	3,040	–	–	0.04%	283
2024 Q3	$424K	Hold	3,040	–	–	0.04%	277
2024 Q2	$390K	Hold	3,040	–	–	0.04%	283
2024 Q1	$397K	Hold	3,040	–	–	0.03%	317
2023 Q4	$380K	Hold	3,040	–	–	0.03%	305
2023 Q3	$333K	Hold	3,040	–	–	0.03%	308
2023 Q2	$349K	Sell	3,040 -395	-11%	-$43.1K	0.03%	319
2023 Q1	$378K	Sell	3,435 -40	-1%	-$4.51K	0.03%	311
2022 Q4	$376K	Sell	3,475 -30	-0.9%	-$3.3K	0.04%	295
2022 Q3	$356K	Hold	3,505	–	–	0.04%	294
2022 Q2	$369K	Sell	3,505 -35	-1%	-$3.97K	0.03%	294
2022 Q1	$443K	Hold	3,540	–	–	0.03%	297
2021 Q4	$491K	Sell	3,540 -800	-18%	-$109K	0.03%	285
2021 Q3	$564K	Hold	4,340	–	–	0.04%	244
2021 Q2	$576K	Hold	4,340	–	–	0.04%	244
2021 Q1	$557K	Hold	4,340	–	–	0.04%	239
2020 Q4	$496K	Hold	4,340	–	–	0.04%	238
2020 Q3	$383K	Hold	4,340	–	–	0.04%	256
2020 Q2	$368K	Buy	4,340 +200	+5%	+$15.6K	0.04%	264
2020 Q1	$285K	Buy	4,140 +1,500	+57%	+$132K	0.04%	277
2019 Q4	$255K	Sell	2,640 -100	-4%	-$9.23K	0.02%	366
2019 Q3	$244K	Sell	2,740 -350	-11%	-$31.6K	0.03%	365
2019 Q2	$282K	Sell	3,090 -98	-3%	-$8.81K	0.03%	344
2019 Q1	$284K	Buy	3,188 +20	+0.6%	+$1.77K	0.03%	348
2018 Q4	$256K	Buy	3,168 +32	+1%	+$2.85K	0.04%	351
2018 Q3	$316K	Buy	3,136 +720	+30%	+$72.4K	0.03%	348
2018 Q2	$228K	Buy	2,416 +60	+3%	+$5.51K	0.02%	425
2018 Q1	$205K	Buy	+2,356	New	+$205K	0.02%	462
2017 Q3	–	Sell	-3,232	Closed	-$252K	–	593
2017 Q2	$252K	Sell	3,232 -324	-9%	-$24.9K	0.03%	433
2017 Q1	$272K	Buy	3,556 +440	+14%	+$33.3K	0.04%	419
2016 Q4	$234K	Buy	+3,116	New	+$220K	0.03%	472

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

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

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

Sheaff Brock Investment Advisors's IJT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2025 at 3,040 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #294.

Sheaff Brock Investment Advisors first reported a position in IJT in Q4 2016 and has held it in 32 quarters since. The position peaked at $576K in Q2 2021. 715 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Sheaff Brock Investment Advisors held 3,040 shares of iShares S&P Small-Cap 600 Growth ETF worth $378K as of Q1 2025.
Sheaff Brock Investment Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2025.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #294 holding.
Sheaff Brock Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and has held it in 32 quarters since.
Sheaff Brock Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $576K in Q2 2021.
715 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.