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

Advisory Alpha’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	$334K	Buy	2,305 +258	+13%	+$38.3K	0.01%	431
2025 Q4	$289K	Hold	2,047	–	–	0.01%	431
2025 Q3	$291K	Hold	2,047	–	–	0.01%	424
2025 Q2	$272K	Hold	2,047	–	–	0.01%	391
2025 Q1	$255K	Sell	2,047 -87	-4%	-$11.6K	0.01%	382
2024 Q4	$289K	Buy	2,134 +88	+4%	+$12.5K	0.01%	329
2024 Q3	$285K	Hold	2,046	–	–	0.01%	319
2024 Q2	$263K	Hold	2,046	–	–	0.01%	316
2024 Q1	$267K	Buy	2,046 +32	+2%	+$3.99K	0.01%	324
2023 Q4	$252K	Hold	2,014	–	–	0.01%	293
2023 Q3	$221K	Hold	2,014	–	–	0.01%	278
2023 Q2	$231K	Hold	2,014	–	–	0.01%	290
2023 Q1	$221K	Hold	2,014	–	–	0.01%	260
2022 Q4	$218K	Hold	2,014	–	–	0.02%	242
2022 Q3	$205K	Sell	2,014 -141	-7%	-$15.8K	0.02%	230
2022 Q2	$227K	Hold	2,155	–	–	0.02%	224
2022 Q1	$270K	Buy	+2,155	New	+$272K	0.02%	222
2020 Q4	–	Sell	-70	Closed	-$6K	–	348
2020 Q3	$6K	Buy	+70	New	+$6.26K	﹤0.01%	493
2020 Q2	–	Sell	-248	Closed	-$17.8K	–	331
2020 Q1	$17.8K	Sell	248 -38	-13%	-$3.35K	0.01%	323
2019 Q4	$28K	Hold	286	–	–	0.01%	360
2019 Q3	$24.9K	Buy	+286	New	+$25.8K	0.01%	337
2019 Q2	–	Sell	-336	Closed	-$30.7K	–	362
2019 Q1	$30.7K	Buy	+336	New	+$29.7K	0.01%	292
2018 Q4	–	Sell	-5,108	Closed	-$442K	–	127
2018 Q3	$442K	Buy	5,108 +386	+8%	+$38.8K	0.11%	99
2018 Q2	$462K	Buy	4,722 +608	+15%	+$55.8K	0.12%	99
2018 Q1	$372K	Buy	4,114 +510	+14%	+$44.4K	0.13%	84
2017 Q4	$319K	Buy	+3,604	New	+$301K	0.1%	88

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisory Alpha's IJT Position: Q1 2026 in Review

Advisory Alpha increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q1 2026, buying an estimated $38.3K and bringing the position to 2,305 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #431.

Advisory Alpha first reported a position in IJT in Q4 2017 and has held it in 26 quarters since. The position peaked at $462K in Q2 2018. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Advisory Alpha held 2,305 shares of iShares S&P Small-Cap 600 Growth ETF worth $334K as of Q1 2026.
Advisory Alpha bought 258 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $38.3K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #431 holding.
Advisory Alpha first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 26 quarters since.
Advisory Alpha's iShares S&P Small-Cap 600 Growth ETF position peaked at $462K in Q2 2018.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.