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

Albion Financial 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
2026 Q2	$121K	Buy	679 +517	+319%	+$83.8K	0.01%	214
2026 Q1	$23.4K	Sell	162 -1	-0.6%	-$148	﹤0.01%	339
2025 Q4	$23K	Buy	163 +1	+0.6%	+$142	﹤0.01%	333
2025 Q3	$22.9K	Hold	162	–	–	﹤0.01%	324
2025 Q2	$21.5K	Buy	162 +1	+0.6%	+$125	﹤0.01%	305
2025 Q1	$20.1K	Hold	161	–	–	﹤0.01%	321
2024 Q4	$21.8K	Hold	161	–	–	﹤0.01%	328
2024 Q3	$22.4K	Buy	161 +1	+0.6%	+$135	﹤0.01%	290
2024 Q2	$20.6K	Hold	160	–	–	﹤0.01%	293
2024 Q1	$20.9K	Buy	160 +1	+0.6%	+$125	﹤0.01%	275
2023 Q4	$19.9K	Buy	159 +1	+0.6%	+$112	﹤0.01%	273
2023 Q3	$17.4K	Hold	158	–	–	﹤0.01%	267
2023 Q2	$18.2K	Hold	158	–	–	﹤0.01%	275
2023 Q1	$17.4K	Hold	158	–	–	﹤0.01%	273
2022 Q4	$17K	Buy	158 +1	+0.6%	+$110	﹤0.01%	266
2022 Q3	$16K	Hold	157	–	–	﹤0.01%	279
2022 Q2	$16K	Buy	157 +1	+0.6%	+$113	﹤0.01%	286
2022 Q1	$20K	Hold	156	–	–	﹤0.01%	317
2021 Q4	$22K	Hold	156	–	–	﹤0.01%	348
2021 Q3	$20K	Buy	156 +1	+0.6%	+$132	﹤0.01%	324
2021 Q2	$21K	Buy	+155	New	+$20.2K	﹤0.01%	326
2020 Q4	$18K	Buy	+155	New	+$15.8K	﹤0.01%	317

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

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

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

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

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

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

Albion Financial Group's IJT Position: Q2 2026 in Review

Albion Financial Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 319% in Q2 2026, buying an estimated $83.8K and bringing the position to 679 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #214.

Albion Financial Group first reported a position in IJT in Q4 2020 and has held it in 22 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Albion Financial Group held 679 shares of iShares S&P Small-Cap 600 Growth ETF worth $121K as of Q2 2026.
Albion Financial Group bought 517 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $83.8K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #214 holding.
Albion Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 22 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.