TruNorth Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

TruNorth Capital Management’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	-200	Closed	-$28.3K	–	245
2025 Q3	$28.3K	Hold	200	–	–	0.01%	254
2025 Q2	$26.6K	Hold	200	–	–	0.01%	222
2025 Q1	$24.9K	Hold	200	–	–	0.01%	283
2024 Q4	$27.1K	Hold	200	–	–	0.01%	203
2024 Q3	$27.9K	Hold	200	–	–	0.01%	199
2024 Q2	$25.7K	Hold	200	–	–	0.01%	185
2024 Q1	$26.1K	Buy	+200	New	+$25K	0.01%	139

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

TruNorth Capital Management's IJT Position: Q4 2025 in Review

TruNorth Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 200 shares — an estimated $28.3K sold.

TruNorth Capital Management first reported a position in IJT in Q1 2024 and held it in 7 quarters. The position peaked at $28.3K in Q3 2025. 771 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

TruNorth Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 200 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $28.3K.
TruNorth Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $28.3K in Q3 2025.
771 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.