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

TritonPoint Wealth’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
2026 Q1	$1.14M	Buy	7,897 +1,064	+16%	+$158K	0.12%	118
2025 Q4	$965K	Buy	6,833 +936	+16%	+$132K	0.1%	125
2025 Q3	$834K	Hold	5,897	–	–	0.07%	170
2025 Q2	$785K	Sell	5,897 -942	-14%	-$118K	0.07%	175
2025 Q1	$851K	Sell	6,839 -175	-2%	-$23.4K	0.08%	170
2024 Q4	$949K	Sell	7,014 -2	-0%	-$283	0.09%	151
2024 Q3	$975K	Buy	7,016 +5,100	+266%	+$688K	0.09%	152
2024 Q2	$246K	Sell	1,916 -4,398	-70%	-$563K	0.02%	279
2024 Q1	$670K	Buy	6,314 +462	+8%	+$57.7K	0.07%	173
2023 Q4	$732K	Buy	+5,852	New	+$656K	0.07%	168

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

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

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

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

LPL Financial San Diego, California $376B 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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return