Watts Gwilliam & Co’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Watts Gwilliam & Co’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 Q3	$4.03M	Sell	28,509 -109	-0.4%	-$15K	0.65%	27
2025 Q2	$4.11M	Sell	28,618 -2,756	-9%	-$345K	0.67%	27
2025 Q1	$3.91M	Buy	31,374 +2,820	+10%	+$377K	0.85%	29
2024 Q4	$3.89M	Sell	28,554 -5,812	-17%	-$822K	0.82%	28
2024 Q3	$4.72M	Buy	+34,366	New	+$4.64M	1.03%	22
2024 Q1	$3.23M	Buy	+24,668	New	+$3.08M	1%	20

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 $377B AUM 19.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Watts Gwilliam & Co's IJT Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.38% in Q3 2025, selling an estimated $15K and leaving 28,509 shares worth $4.03M. The position accounts for 0.65% of the portfolio, ranked #27.

Watts Gwilliam & Co first reported a position in IJT in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.72M in Q3 2024. 728 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

Watts Gwilliam & Co held 28,509 shares of iShares S&P Small-Cap 600 Growth ETF worth $4.03M as of Q3 2025.
Watts Gwilliam & Co sold 109 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $15K.
iShares S&P Small-Cap 600 Growth ETF made up 0.65% of Watts Gwilliam & Co's portfolio in Q3 2025, its #27 holding.
Watts Gwilliam & Co first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 6 quarters since.
Watts Gwilliam & Co's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.72M in Q3 2024.
728 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.