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

Venturi Wealth 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
Q1 		– Sell
-92
Closed -$12.5K – 1194
2024
Q4 		$12.5K Buy
+92
New +$13K ﹤0.01% 1376
2023
Q3 		– Sell
-7
Closed -$805 – 1367
2023
Q2 		$805 Buy
+7
New +$765 ﹤0.01% 1035

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Venturi Wealth Management's IJT Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 92 shares — an estimated $12.5K sold.

Venturi Wealth Management first reported a position in IJT in Q2 2023 and held it in 2 quarters. The position peaked at $12.5K in Q4 2024. 714 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 92 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $12.5K.
  • Venturi Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2023 and held it in 2 quarters.
  • Venturi Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $12.5K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.