Spectrum Wealth Counsel’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Spectrum Wealth Counsel’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	$13.9K	Sell	112 -940	-89%	-$126K	﹤0.01%	218
2024 Q4	$142K	Sell	1,052 -1,647	-61%	-$233K	0.02%	131
2024 Q3	$376K	Hold	2,699	–	–	0.04%	104
2024 Q2	$347K	Sell	2,699 -200	-7%	-$25.6K	0.04%	103
2024 Q1	$379K	Hold	2,899	–	–	0.05%	112
2023 Q4	$363K	Buy	+2,899	New	+$325K	0.05%	108

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 $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return

Spectrum Wealth Counsel's IJT Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 89% in Q1 2025, selling an estimated $126K and leaving 112 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Spectrum Wealth Counsel first reported a position in IJT in Q4 2023 and has held it in 6 quarters since. The position peaked at $379K in Q1 2024. 714 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Spectrum Wealth Counsel held 112 shares of iShares S&P Small-Cap 600 Growth ETF worth $13.9K as of Q1 2025.
Spectrum Wealth Counsel sold 940 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $126K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #218 holding.
Spectrum Wealth Counsel first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's iShares S&P Small-Cap 600 Growth ETF position peaked at $379K in Q1 2024.
714 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.