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

SPC Financial Inc’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
Q3 		$28.2M Sell
199,500
-1,158
-0.6% -$160K 2.21% 10
2025
Q2 		$26.7M Buy
200,658
+30
+0% +$3.76K 2.24% 10
2025
Q1 		$25M Buy
200,628
+3,238
+2% +$433K 2.2% 11
2024
Q4 		$26.7M Buy
197,390
+4,370
+2% +$618K 2.33% 8
2024
Q3 		$26.9M Sell
193,020
-7,000
-3% -$944K 2.37% 8
2024
Q2 		$25.7M Buy
200,020
+533
+0.3% +$68.2K 2.38% 10
2024
Q1 		$26.1M Buy
199,487
+1,256
+0.6% +$157K 2.45% 9
2023
Q4 		$24.8M Sell
198,231
-3,500
-2% -$393K 2.53% 10
2023
Q3 		$22.1M Sell
201,731
-313
-0.2% -$36.1K 2.48% 10
2023
Q2 		$23.2M Buy
202,044
+1,625
+0.8% +$177K 2.51% 9
2023
Q1 		$22M Buy
200,419
+13,052
+7% +$1.47M 2.51% 9
2022
Q4 		$20.2M Sell
187,367
-4,559
-2% -$501K 2.39% 9
2022
Q3 		$19.5M Buy
191,926
+726
+0.4% +$81.5K 2.43% 10
2022
Q2 		$20.1M Buy
191,200
+971
+0.5% +$110K 2.49% 8
2022
Q1 		$23.8M Buy
190,229
+332
+0.2% +$41.9K 2.76% 7
2021
Q4 		$26.4M Buy
189,897
+1,013
+0.5% +$138K 2.94% 7
2021
Q3 		$24.6M Sell
188,884
-9,914
-5% -$1.31M 3.04% 5
2021
Q2 		$26.4M Sell
198,798
-21,684
-10% -$2.82M 3.2% 5
2021
Q1 		$28.3M Sell
220,482
-2,917
-1% -$371K 3.73% 6
2020
Q4 		$25.5M Sell
223,399
-1,703
-0.8% -$174K 3.59% 4
2020
Q3 		$19.9M Buy
225,102
+1,770
+0.8% +$158K 3.42% 8
2020
Q2 		$19M Buy
223,332
+4,550
+2% +$355K 3.95% 6
2020
Q1 		$15.1M Buy
218,782
+76,410
+54% +$6.75M 3.85% 6
2019
Q4 		$13.8M Buy
142,372
+2,348
+2% +$217K 2.52% 12
2019
Q3 		$12.5M Buy
140,024
+1,278
+0.9% +$115K 2.64% 13
2019
Q2 		$12.7M Sell
138,746
-156
-0.1% -$14K 2.55% 14
2019
Q1 		$12.4M Buy
138,902
+1,856
+1% +$164K 2.65% 11
2018
Q4 		$11.1M Buy
137,046
+2,760
+2% +$246K 3.05% 11
2018
Q3 		$13.5M Sell
134,286
-976
-0.7% -$98.1K 2.71% 10
2018
Q2 		$12.8M Sell
135,262
-818
-0.6% -$75.1K 2.79% 10
2018
Q1 		$11.8M Buy
136,080
+756
+0.6% +$65.9K 2.7% 11
2017
Q4 		$11.5M Sell
135,324
-8
-0% -$669 2.67% 11
2017
Q3 		$11.1M Buy
135,332
+388
+0.3% +$30.3K 2.76% 10
2017
Q2 		$10.5M Buy
134,944
+3,020
+2% +$232K 2.79% 11
2017
Q1 		$10.1M Buy
131,924
+8,694
+7% +$659K 2.82% 10
2016
Q4 		$9.24M Buy
123,230
+5,318
+5% +$375K 2.82% 8
2016
Q3 		$8.08M Buy
117,912
+1,090
+0.9% +$73.6K 2.6% 9
2016
Q2 		$7.5M Sell
116,822
-20
-0% -$1.26K 2.71% 13
2016
Q1 		$7.26M Buy
116,842
+2,814
+2% +$164K 2.76% 11
2015
Q4 		$7.09M Buy
114,028
+3,266
+3% +$207K 2.79% 12
2015
Q3 		$6.65M Buy
110,762
+3,056
+3% +$196K 2.86% 11
2015
Q2 		$7.05M Sell
107,706
-496
-0.5% -$32.4K 1.98% 13
2015
Q1 		$7.04M Buy
108,202
+1,760
+2% +$110K 1.93% 10
2014
Q4 		$6.51M Buy
106,442
+4,724
+5% +$277K 1.9% 13
2014
Q3 		$5.72M Buy
101,718
+5,544
+6% +$324K 1.66% 17
2014
Q2 		$5.81M Buy
96,174
+10,324
+12% +$599K 1.63% 17
2014
Q1 		$5.11M Sell
85,850
-21,550
-20% -$1.27M 1.55% 20
2013
Q4 		$6.37M Sell
107,400
-3,860
-3% -$220K 1.99% 14
2013
Q3 		$6.03M Sell
111,260
-3,260
-3% -$170K 2.14% 11
2013
Q2 		$5.55M Buy
+114,520
New +$5.45M 2.15% 11

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SPC Financial Inc's IJT Position: Q3 2025 in Review

SPC Financial Inc reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.58% in Q3 2025, selling an estimated $160K and leaving 199,500 shares worth $28.2M. The position accounts for 2.21% of the portfolio, ranked #10.

SPC Financial Inc first reported a position in IJT in Q2 2013 and has held it in 50 quarters since. The position peaked at $28.3M in Q1 2021. 728 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

  • SPC Financial Inc held 199,500 shares of iShares S&P Small-Cap 600 Growth ETF worth $28.2M as of Q3 2025.
  • SPC Financial Inc sold 1,158 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $160K.
  • iShares S&P Small-Cap 600 Growth ETF made up 2.21% of SPC Financial Inc's portfolio in Q3 2025, its #10 holding.
  • SPC Financial Inc first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 50 quarters since.
  • SPC Financial Inc's iShares S&P Small-Cap 600 Growth ETF position peaked at $28.3M in Q1 2021.
  • 728 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.