Y-Intercept (HK)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Y-Intercept (HK)’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	-4,047	Closed	-$504K	–	1804
2025 Q1	$504K	Buy	4,047 +1,616	+66%	+$216K	0.03%	696
2024 Q4	$329K	Buy	+2,431	New	+$344K	0.02%	901
2021 Q3	–	Sell	-1,805	Closed	-$239K	–	768
2021 Q2	$239K	Buy	+1,805	New	+$235K	0.06%	484

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Y-Intercept (HK)'s IJT Position: Q2 2025 in Review

Y-Intercept (HK) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 4,047 shares — an estimated $504K sold.

Y-Intercept (HK) first reported a position in IJT in Q2 2021 and held it in 3 quarters. The position peaked at $504K in Q1 2025. 729 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Y-Intercept (HK) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
Y-Intercept (HK) sold 4,047 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $504K.
Y-Intercept (HK) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2021 and held it in 3 quarters.
Y-Intercept (HK)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $504K in Q1 2025.
729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Y-Intercept (HK)'s 13F filing for Q2 2025, filed 1 Aug 2025.