IJT β€” iShares TR S&P Small-Cap 600 Growth ETF

Ownership history in Keebeck Wealth Management  Β·  11 quarters on record

AI Ownership Summary

Keebeck Wealth Management reported iShares TR S&P Small-Cap 600 Growth ETF (IJT) in 11 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 2.11% in 2024 Q3. The latest visible filing shows IJT at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keebeck Wealth Management's position in iShares TR S&P Small-Cap 600 Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IJT was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.11% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keebeck Wealth Management held IJT β€” position size vs. price
% of Fund (quarterly)    IJT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 7,869 -2,042 -20.6% 0.13% $1.1M 2025-11-14 $136.89
2025 Q2 REDUCED 9,911 -56,203 -85.0% 0.17% $1.3M 2025-08-14 $137.36
2025 Q1 REDUCED 66,114 -6,445 -8.9% 1.21% $8.2M 2025-05-15 $129.18
2024 Q4 REDUCED 72,559 -32,029 -30.6% 1.42% $9.8M 2025-02-14 $137.84
2024 Q3 ADDED 104,588 +544 +0.5% 2.11% $14.6M 2024-11-14 $141.87
2024 Q2 ADDED 104,044 +102,026 +5055.8% 1.96% $13.4M 2024-08-14 $129.07
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Keebeck Wealth Management and IJT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keebeck Wealth Management reported owning IJT?

Keebeck Wealth Management reported IJT across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported IJT position in Keebeck Wealth Management's portfolio?

The largest reported portfolio weight for IJT was 2.11% in 2024 Q3.

What is the latest reported IJT position on this page?

The most recent filing on this page is 2025 Q3, when Keebeck Wealth Management reported 7,869 shares, equal to 0.13% of portfolio, with an estimated market value of $1.1M.

What does the chart on this IJT ownership page compare?

The chart compares Keebeck Wealth Management's quarterly IJT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Keebeck Wealth Management Holdings