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Smith Anglin Financial’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Smith Anglin Financial’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 		$2.68M Sell
20,140
-140
-0.7% -$17.5K 0.24% 42
2025
Q1 		$2.52M Sell
20,280
-1,538
-7% -$206K 0.27% 39
2024
Q4 		$2.95M Sell
21,818
-4
-0% -$566 0.28% 38
2024
Q3 		$3.04M Sell
21,822
-20
-0.1% -$2.7K 0.29% 37
2024
Q2 		$2.81M Sell
21,842
-105
-0.5% -$13.4K 0.28% 34
2024
Q1 		$2.87M Sell
21,947
-1,646
-7% -$205K 0.3% 35
2023
Q4 		$2.95M Sell
23,593
-17,962
-43% -$2.01M 0.34% 34
2023
Q3 		$4.56M Buy
41,555
+3,306
+9% +$381K 0.55% 30
2023
Q2 		$4.4M Buy
38,249
+6,010
+19% +$656K 0.53% 31
2023
Q1 		$3.54M Buy
32,239
+2,133
+7% +$241K 0.53% 25
2022
Q4 		$3.25M Buy
30,106
+4,983
+20% +$548K 0.61% 23
2022
Q3 		$2.55M Buy
25,123
+4,295
+21% +$482K 0.54% 28
2022
Q2 		$2.19M Buy
20,828
+285
+1% +$32.3K 0.64% 24
2022
Q1 		$2.57M Sell
20,543
-44,563
-68% -$5.62M 0.6% 27
2021
Q4 		$9.04M Buy
65,106
+7,128
+12% +$970K 1.54% 19
2021
Q3 		$7.54M Sell
57,978
-2,553
-4% -$337K 1.47% 21
2021
Q2 		$8.03M Buy
60,531
+4,313
+8% +$561K 1.55% 19
2021
Q1 		$7.21M Sell
56,218
-11,668
-17% -$1.48M 1.56% 20
2020
Q4 		$7.75M Buy
+67,886
New +$6.92M 1.39% 23

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Smith Anglin Financial's IJT Position: Q2 2025 in Review

Smith Anglin Financial reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.69% in Q2 2025, selling an estimated $17.5K and leaving 20,140 shares worth $2.68M. The position accounts for 0.24% of the portfolio, ranked #42.

Smith Anglin Financial first reported a position in IJT in Q4 2020 and has held it in 19 quarters since. The position peaked at $9.04M in Q4 2021. 730 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

  • Smith Anglin Financial held 20,140 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.68M as of Q2 2025.
  • Smith Anglin Financial sold 140 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $17.5K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.24% of Smith Anglin Financial's portfolio in Q2 2025, its #42 holding.
  • Smith Anglin Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.04M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.