Stephens Consulting’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Stephens Consulting’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	–	Sell	-51	Closed	-$6.79K	–	758
2025 Q2	$6.79K	Sell	51 -870	-94%	-$109K	﹤0.01%	366
2025 Q1	$115K	Hold	921	–	–	0.03%	130
2024 Q4	$125K	Sell	921 -11	-1%	-$1.56K	0.03%	126
2024 Q3	$130K	Buy	932 +3	+0.3%	+$405	0.03%	124
2024 Q2	$119K	Buy	929 +46	+5%	+$5.88K	0.03%	119
2024 Q1	$115K	Buy	883 +623	+240%	+$77.7K	0.04%	115
2023 Q4	$32.5K	Buy	260 +126	+94%	+$14.1K	0.01%	215
2023 Q3	$14.7K	Buy	+134	New	+$15.5K	0.01%	274

Other funds holding IJT

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return