TFF
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The Family Firm’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

The Family Firm’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
Q2 		$3.69M Buy
27,764
+779
+3% +$97.6K 0.89% 27
2025
Q1 		$3.36M Buy
26,985
+1,968
+8% +$263K 0.75% 28
2024
Q4 		$3.39M Buy
25,017
+259
+1% +$36.6K 0.75% 30
2024
Q3 		$3.45M Sell
24,758
-568
-2% -$76.6K 0.76% 28
2024
Q2 		$3.25M Buy
25,326
+1,186
+5% +$152K 0.73% 29
2024
Q1 		$3.16M Buy
24,140
+1,309
+6% +$163K 0.77% 29
2023
Q4 		$2.86M Buy
22,831
+2,399
+12% +$269K 0.74% 30
2023
Q3 		$2.24M Buy
20,432
+1,770
+9% +$204K 0.63% 35
2023
Q2 		$2.14M Buy
18,662
+529
+3% +$57.8K 0.57% 40
2023
Q1 		$1.99M Buy
18,133
+404
+2% +$45.6K 0.55% 39
2022
Q4 		$1.92M Buy
17,729
+3,282
+23% +$361K 0.56% 40
2022
Q3 		$1.47M Sell
14,447
-1,280
-8% -$144K 0.47% 45
2022
Q2 		$1.66M Buy
15,727
+491
+3% +$55.7K 0.49% 44
2022
Q1 		$1.91M Buy
15,236
+344
+2% +$43.4K 0.5% 42
2021
Q4 		$2.07M Buy
14,892
+24
+0.2% +$3.27K 0.53% 41
2021
Q3 		$1.99M Buy
14,868
+263
+2% +$34.7K 0.52% 40
2021
Q2 		$1.94M Buy
14,605
+33
+0.2% +$4.29K 0.53% 40
2021
Q1 		$1.87M Sell
14,572
-314
-2% -$39.9K 0.54% 41
2020
Q4 		$1.83M Sell
14,886
-58
-0.4% -$5.91K 0.55% 40
2020
Q3 		$1.32M Sell
14,944
-1,252
-8% -$112K 0.47% 42
2020
Q2 		$1.38M Buy
16,196
+566
+4% +$44.1K 0.51% 42
2020
Q1 		$1.08M Hold
15,630
– – 0.46% 44
2019
Q4 		$1.51M Buy
15,630
+68
+0.4% +$6.28K 0.51% 44
2019
Q3 		$1.39M Sell
15,562
-174
-1% -$15.7K 0.49% 43
2019
Q2 		$1.44M Buy
15,736
+586
+4% +$52.7K 0.51% 43
2019
Q1 		$1.35M Buy
15,150
+1,332
+10% +$118K 0.49% 43
2018
Q4 		$1.11M Buy
13,818
+42
+0.3% +$3.74K 0.45% 46
2018
Q3 		$1.39M Buy
13,776
+18
+0.1% +$1.81K 0.5% 42
2018
Q2 		$1.3M Sell
13,758
-110
-0.8% -$10.1K 0.49% 41
2018
Q1 		$1.21M Sell
13,868
-874
-6% -$76.1K 0.47% 45
2017
Q4 		$1.25M Sell
14,742
-668
-4% -$55.9K 0.5% 42
2017
Q3 		$1.27M Buy
15,410
+130
+0.9% +$10.1K 0.53% 40
2017
Q2 		$1.19M Buy
15,280
+390
+3% +$30K 0.53% 40
2017
Q1 		$1.14M Sell
14,890
-478
-3% -$36.2K 0.54% 41
2016
Q4 		$1.15M Buy
15,368
+68
+0.4% +$4.79K 0.54% 40
2016
Q3 		$1.05M Hold
15,300
– – 0.5% 43
2016
Q2 		$982K Buy
15,300
+30
+0.2% +$1.89K 0.49% 40
2016
Q1 		$948K Sell
15,270
-348
-2% -$20.3K 0.48% 44
2015
Q4 		$971K Sell
15,618
-10
-0.1% -$634 0.52% 40
2015
Q3 		$939K Sell
15,628
-792
-5% -$50.7K 0.51% 38
2015
Q2 		$1.07M Buy
16,420
+30
+0.2% +$1.96K 0.55% 34
2015
Q1 		$1.07M Sell
16,390
-1,196
-7% -$74.9K 0.54% 34
2014
Q4 		$1.08M Buy
+17,586
New +$1.03M 0.56% 34

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

The Family Firm's IJT Position: Q2 2025 in Review

The Family Firm increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.9% in Q2 2025, buying an estimated $97.6K and bringing the position to 27,764 shares worth $3.69M. The position accounts for 0.89% of the portfolio, ranked #27.

The Family Firm first reported a position in IJT in Q4 2014 and has held it in 43 quarters since. 729 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

  • The Family Firm held 27,764 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.69M as of Q2 2025.
  • The Family Firm bought 779 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $97.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.89% of The Family Firm's portfolio in Q2 2025, its #27 holding.
  • The Family Firm first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and has held it in 43 quarters since.
  • 729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.