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World Equity Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

World Equity 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
Q2 		– Sell
-2,583
Closed -$322K – 339
2025
Q1 		$322K Buy
+2,583
New +$345K 0.09% 215
2023
Q3 		– Sell
-1,945
Closed -$224K – 367
2023
Q2 		$224K Buy
+1,945
New +$212K 0.07% 278
2022
Q3 		– Sell
-6,423
Closed -$676K – 341
2022
Q2 		$676K Buy
+6,423
New +$728K 0.17% 146

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

World Equity Group's IJT Position: Q2 2025 in Review

World Equity Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 2,583 shares — an estimated $322K sold.

World Equity Group first reported a position in IJT in Q2 2022 and held it in 3 quarters. The position peaked at $676K in Q2 2022. 729 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

  • World Equity Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • World Equity Group sold 2,583 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $322K.
  • World Equity Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 3 quarters.
  • World Equity Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $676K in Q2 2022.
  • 729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on World Equity Group's 13F filing for Q2 2025, filed 15 Jul 2025.