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Total Wealth Planning’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Total Wealth Planning’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
Q4 		– Sell
-29,901
Closed -$4.23M – 66
2025
Q3 		$4.23M Buy
29,901
+5,753
+24% +$794K 0.49% 36
2025
Q2 		$3.21M Buy
24,148
+20,441
+551% +$2.56M 0.41% 41
2025
Q1 		$462K Sell
3,707
-139
-4% -$18.6K 0.07% 66
2024
Q4 		$521K Sell
3,846
-238
-6% -$33.7K 0.08% 66
2024
Q3 		$570K Sell
4,084
-129
-3% -$17.4K 0.09% 59
2024
Q2 		$592K Sell
4,213
-276
-6% -$35.3K 0.1% 59
2024
Q1 		$587K Sell
4,489
-28
-0.6% -$3.49K 0.1% 61
2023
Q4 		$565K Buy
4,517
+48
+1% +$5.38K 0.1% 62
2023
Q3 		$490K Hold
4,469
– – 0.1% 63
2023
Q2 		$514K Hold
4,469
– – 0.11% 62
2023
Q1 		$491K Sell
4,469
-86
-2% -$9.7K 0.11% 64
2022
Q4 		$492K Sell
4,555
-411
-8% -$45.2K 0.12% 62
2022
Q3 		$505K Buy
4,966
+14
+0.3% +$1.57K 0.14% 58
2022
Q2 		$522K Buy
4,952
+68
+1% +$7.71K 0.15% 59
2022
Q1 		$611K Buy
4,884
+1,890
+63% +$238K 0.17% 56
2021
Q4 		$534K Sell
2,994
-1,321
-31% -$180K 0.33% 26
2021
Q3 		$561K Hold
4,315
– – 0.2% 32
2021
Q2 		$572K Buy
4,315
+1
+0% +$130 0.22% 30
2021
Q1 		$553K Sell
4,314
-425
-9% -$54K 0.23% 30
2020
Q4 		$541K Sell
4,739
-85
-2% -$8.66K 0.25% 30
2020
Q3 		$425K Sell
4,824
-266
-5% -$23.8K 0.22% 33
2020
Q2 		$432K Sell
5,090
-132
-3% -$10.3K 0.24% 31
2020
Q1 		$360K Sell
5,222
-542
-9% -$47.8K 0.23% 29
2019
Q4 		$557K Sell
5,764
-116
-2% -$10.7K 0.3% 26
2019
Q3 		$524K Hold
5,880
– – 0.3% 26
2019
Q2 		$536K Sell
5,880
-108
-2% -$9.71K 0.32% 26
2019
Q1 		$534K Sell
5,988
-192
-3% -$17K 0.33% 26
2018
Q4 		$499K Buy
+6,180
New +$550K 0.35% 25

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
LPL Financial
LPL Financial San Diego, California $377B 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Total Wealth Planning's IJT Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 29,901 shares — an estimated $4.23M sold.

Total Wealth Planning first reported a position in IJT in Q4 2018 and held it in 28 quarters. The position peaked at $4.23M in Q3 2025. 769 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

  • Total Wealth Planning reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 29,901 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $4.23M.
  • Total Wealth Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 28 quarters.
  • Total Wealth Planning's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.23M in Q3 2025.
  • 769 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.