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

West Branch Capital’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	–	Sell	-51	Closed	-$6.75K	–	472
2025 Q2	$6.75K	Hold	51	–	–	﹤0.01%	310
2025 Q1	$6.31K	Hold	51	–	–	﹤0.01%	326
2024 Q4	$6.84K	Buy	51 +1	+2%	+$141	﹤0.01%	308
2024 Q3	$7.03K	Hold	50	–	–	﹤0.01%	308
2024 Q2	$6.45K	Hold	50	–	–	﹤0.01%	312
2024 Q1	$6.55K	Hold	50	–	–	﹤0.01%	308
2023 Q4	$6.26K	Hold	50	–	–	﹤0.01%	316
2023 Q3	$5.45K	Hold	50	–	–	﹤0.01%	329
2023 Q2	$5.71K	Hold	50	–	–	﹤0.01%	335
2023 Q1	$5.45K	Buy	50 +1	+2%	+$113	﹤0.01%	347
2022 Q4	$5.34K	Hold	49	–	–	﹤0.01%	334
2022 Q3	$5K	Hold	49	–	–	﹤0.01%	345
2022 Q2	$5K	Hold	49	–	–	﹤0.01%	333
2022 Q1	$6K	Hold	49	–	–	﹤0.01%	341
2021 Q4	$7K	Hold	49	–	–	﹤0.01%	352
2021 Q3	$6K	Hold	49	–	–	﹤0.01%	341
2021 Q2	$6K	Buy	+49	New	+$6.38K	﹤0.01%	357

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

West Branch Capital's IJT Position: Q3 2025 in Review

West Branch Capital sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 51 shares — an estimated $6.75K sold.

West Branch Capital first reported a position in IJT in Q2 2021 and held it in 17 quarters. The position peaked at $7.03K in Q3 2024. 730 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

West Branch Capital reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
West Branch Capital sold 51 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $6.75K.
West Branch Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2021 and held it in 17 quarters.
West Branch Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $7.03K in Q3 2024.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.