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

TruWealth Advisors’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
-3,735
Closed -$529K – 186
2025
Q3 		$529K Sell
3,735
-59
-2% -$8.14K 0.03% 119
2025
Q2 		$505K Buy
3,794
+137
+4% +$17.2K 0.03% 112
2025
Q1 		$455K Buy
3,657
+82
+2% +$11K 0.03% 112
2024
Q4 		$484K Buy
3,575
+127
+4% +$18K 0.03% 107
2024
Q3 		$481K Sell
3,448
-133
-4% -$17.9K 0.03% 106
2024
Q2 		$460K Sell
3,581
-8
-0.2% -$1.02K 0.03% 108
2024
Q1 		$469K Buy
+3,589
New +$448K 0.03% 105
2023
Q1 		– Sell
-23,643
Closed -$2.56M – 149
2022
Q4 		$2.56M Buy
23,643
+1,216
+5% +$134K 0.25% 62
2022
Q3 		$2.28M Buy
22,427
+1,671
+8% +$188K 0.24% 58
2022
Q2 		$2.19M Buy
20,756
+2,377
+13% +$269K 0.23% 55
2022
Q1 		$2.3M Buy
18,379
+3,431
+23% +$433K 0.24% 51
2021
Q4 		$2.08M Buy
14,948
+717
+5% +$97.6K 0.21% 50
2021
Q3 		$1.85M Buy
14,231
+880
+7% +$116K 0.21% 48
2021
Q2 		$1.77M Buy
13,351
+346
+3% +$45K 0.21% 48
2021
Q1 		$1.67M Buy
13,005
+4,559
+54% +$579K 0.23% 44
2020
Q4 		$964K Buy
+8,446
New +$861K 0.14% 55

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

TruWealth Advisors's IJT Position: Q4 2025 in Review

TruWealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 3,735 shares — an estimated $529K sold.

TruWealth Advisors first reported a position in IJT in Q4 2020 and held it in 16 quarters. The position peaked at $2.56M in Q4 2022. 769 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

  • TruWealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • TruWealth Advisors sold 3,735 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $529K.
  • TruWealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 16 quarters.
  • TruWealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.56M in Q4 2022.
  • 769 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on TruWealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.