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

Vertex Planning Partners’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	-3,756	Closed	-$531K	–	157
2025 Q3	$531K	Buy	3,756 +1	+0%	+$138	0.1%	106
2025 Q2	$500K	Sell	3,755 -340	-8%	-$42.6K	0.1%	106
2025 Q1	$510K	Sell	4,095 -107	-3%	-$14.3K	0.11%	104
2024 Q4	$569K	Hold	4,202	–	–	0.13%	97
2024 Q3	$586K	Buy	4,202 +1	+0%	+$135	0.14%	80
2024 Q2	$540K	Sell	4,201 -43	-1%	-$5.5K	0.14%	78
2024 Q1	$555K	Buy	4,244 +1	+0%	+$125	0.15%	79
2023 Q4	$531K	Buy	4,243 +1,201	+39%	+$135K	0.16%	79
2023 Q3	$334K	Hold	3,042	–	–	0.11%	95
2023 Q2	$350K	Hold	3,042	–	–	0.12%	88
2023 Q1	$334K	Buy	3,042 +1	+0%	+$113	0.13%	82
2022 Q4	$329K	Buy	+3,041	New	+$334K	0.13%	99

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $64.6B AUM 18.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Vertex Planning Partners's IJT Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 3,756 shares — an estimated $531K sold.

Vertex Planning Partners first reported a position in IJT in Q4 2022 and held it in 12 quarters. The position peaked at $586K in Q3 2024. 772 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

Vertex Planning Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 3,756 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $531K.
Vertex Planning Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $586K in Q3 2024.
772 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.