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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Stephens Consulting's IJT Position: Q3 2025 in Review

Stephens Consulting sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 51 shares — an estimated $6.79K sold.

Stephens Consulting first reported a position in IJT in Q3 2023 and held it in 8 quarters. The position peaked at $130K in Q3 2024. 729 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

Stephens Consulting reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 51 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $6.79K.
Stephens Consulting first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2023 and held it in 8 quarters.
Stephens Consulting's iShares S&P Small-Cap 600 Growth ETF position peaked at $130K in Q3 2024.
729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.