Spreng Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Spreng Capital Management’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	–	Sell	-34,020	Closed	-$4.61M	–	76
2024 Q4	$4.61M	Buy	34,020 +5,134	+18%	+$726K	2%	14
2024 Q3	$4.03M	Buy	28,886 +20,416	+241%	+$2.75M	1.87%	15
2024 Q2	$1.09M	Buy	8,470 +2,846	+51%	+$364K	0.56%	34
2024 Q1	$735K	Buy	5,624 +3,700	+192%	+$462K	0.4%	46
2023 Q4	$241K	Buy	+1,924	New	+$216K	0.15%	76

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 $79.5B AUM 27.1% 1-Year Est. Return

Spreng Capital Management's IJT Position: Q1 2025 in Review

Spreng Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 34,020 shares — an estimated $4.61M sold.

Spreng Capital Management first reported a position in IJT in Q4 2023 and held it in 5 quarters. The position peaked at $4.61M in Q4 2024. 714 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Spreng Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
Spreng Capital Management sold 34,020 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $4.61M.
Spreng Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 5 quarters.
Spreng Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.61M in Q4 2024.
714 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Spreng Capital Management's 13F filing for Q1 2025, filed 13 May 2025.