Thoroughbred Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Thoroughbred Financial Services’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	–	Sell	-2,908	Closed	-$362K	–	631
2025 Q1	$362K	Buy	2,908 +395	+16%	+$52.8K	0.02%	498
2024 Q4	$340K	Sell	2,513 -220	-8%	-$31.1K	0.02%	510
2024 Q3	$381K	Buy	2,733 +94	+4%	+$12.7K	0.02%	462
2024 Q2	$338K	Buy	2,639 +20	+0.8%	+$2.56K	0.02%	473
2024 Q1	$342K	Buy	2,619 +1,016	+63%	+$127K	0.03%	352
2023 Q4	$200K	Buy	+1,603	New	+$180K	0.02%	575
2023 Q2	–	Sell	-3,998	Closed	-$439K	–	427
2023 Q1	$439K	Buy	3,998 +1,340	+50%	+$151K	0.06%	262
2022 Q4	$287K	Buy	+2,658	New	+$292K	0.05%	315
2020 Q1	–	Sell	-2,336	Closed	-$226K	–	262
2019 Q4	$226K	Buy	+2,336	New	+$216K	0.08%	225
2019 Q2	–	Sell	-2,600	Closed	-$232K	–	212
2019 Q1	$232K	Buy	+2,600	New	+$230K	0.1%	202

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Thoroughbred Financial Services's IJT Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 2,908 shares — an estimated $362K sold.

Thoroughbred Financial Services first reported a position in IJT in Q1 2019 and held it in 10 quarters. The position peaked at $439K in Q1 2023. 730 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Thoroughbred Financial Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
Thoroughbred Financial Services sold 2,908 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $362K.
Thoroughbred Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 10 quarters.
Thoroughbred Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $439K in Q1 2023.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.