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Wood Tarver Financial Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Wood Tarver Financial Group’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
-134
Closed -$17K – 373
2025
Q2 		$17K Hold
134
– – 0.01% 374
2025
Q1 		$16.7K Hold
134
– – 0.01% 364
2024
Q4 		$18K Buy
+134
New +$19K 0.01% 356

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wood Tarver Financial Group's IJT Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 134 shares — an estimated $17K sold.

Wood Tarver Financial Group first reported a position in IJT in Q4 2024 and held it in 3 quarters. The position peaked at $18K in Q4 2024. 730 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 134 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $17K.
  • Wood Tarver Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $18K in Q4 2024.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.