Addison Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Addison Advisors’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
2026 Q1	–	Sell	-35	Closed	-$4.94K	–	987
2025 Q4	$4.94K	Hold	35	–	–	﹤0.01%	702
2025 Q3	$4.95K	Hold	35	–	–	﹤0.01%	702
2025 Q2	$4.66K	Hold	35	–	–	﹤0.01%	708
2025 Q1	$4.36K	Sell	35 -95	-73%	-$12.7K	﹤0.01%	687
2024 Q4	$17.6K	Hold	130	–	–	﹤0.01%	516
2024 Q3	$18.1K	Hold	130	–	–	0.01%	518
2024 Q2	$16.7K	Hold	130	–	–	0.01%	505
2024 Q1	$17K	Hold	130	–	–	0.01%	478
2023 Q4	$16.3K	Hold	130	–	–	0.01%	472
2023 Q3	$14.3K	Hold	130	–	–	0.01%	458
2023 Q2	$14.9K	Hold	130	–	–	0.01%	439
2023 Q1	$14.3K	Hold	130	–	–	0.01%	429
2022 Q4	$14K	Hold	130	–	–	0.01%	411
2022 Q3	$13K	Hold	130	–	–	0.01%	413
2022 Q2	$14K	Hold	130	–	–	0.01%	401
2022 Q1	$16K	Hold	130	–	–	0.01%	421
2021 Q4	$18K	Hold	130	–	–	0.01%	350
2021 Q3	$17K	Hold	130	–	–	0.01%	270
2021 Q2	$17K	Buy	+130	New	+$16.9K	0.01%	270
2020 Q4	$15K	Buy	+130	New	+$13.2K	0.01%	263

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Addison Advisors's IJT Position: Q1 2026 in Review

Addison Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 35 shares — an estimated $4.94K sold.

Addison Advisors first reported a position in IJT in Q4 2020 and held it in 20 quarters. The position peaked at $18.1K in Q3 2024. 763 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Addison Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
Addison Advisors sold 35 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $4.94K.
Addison Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 20 quarters.
Addison Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $18.1K in Q3 2024.
763 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.