Allen Investment Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Allen Investment Management’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	$893K	Hold	5,000	–	–	0.01%	159
2026 Q1	$724K	Hold	5,000	–	–	0.01%	167
2025 Q4	$706K	Hold	5,000	–	–	0.01%	167
2025 Q3	$708K	Hold	5,000	–	–	0.01%	149
2025 Q2	$665K	Hold	5,000	–	–	0.01%	146
2025 Q1	$623K	Hold	5,000	–	–	0.01%	153
2024 Q4	$677K	Hold	5,000	–	–	0.01%	151
2024 Q3	$697K	Hold	5,000	–	–	0.01%	160
2024 Q2	$642K	Hold	5,000	–	–	0.01%	156
2024 Q1	$654K	Hold	5,000	–	–	0.01%	145
2023 Q4	$626K	Hold	5,000	–	–	0.01%	151
2023 Q3	$548K	Hold	5,000	–	–	0.01%	161
2023 Q2	$575K	Hold	5,000	–	–	0.01%	153
2023 Q1	$550K	Hold	5,000	–	–	0.01%	153
2022 Q4	$540K	Hold	5,000	–	–	0.01%	149
2022 Q3	$508K	Hold	5,000	–	–	0.01%	155
2022 Q2	$527K	Hold	5,000	–	–	0.01%	158
2022 Q1	$626K	Hold	5,000	–	–	0.01%	161
2021 Q4	$694K	Hold	5,000	–	–	0.01%	163
2021 Q3	$650K	Hold	5,000	–	–	0.01%	129
2021 Q2	$663K	Hold	5,000	–	–	0.01%	123
2021 Q1	$641K	Hold	5,000	–	–	0.01%	126
2020 Q4	$571K	Hold	5,000	–	–	0.01%	127
2020 Q3	$441K	Hold	5,000	–	–	0.01%	132
2020 Q2	$424K	Hold	5,000	–	–	0.01%	129
2020 Q1	$345K	Hold	5,000	–	–	0.01%	140
2019 Q4	$483K	Hold	5,000	–	–	0.01%	125
2019 Q3	$446K	Hold	5,000	–	–	0.01%	139
2019 Q2	$456K	Buy	+5,000	New	+$449K	0.01%	146

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

Allen Investment Management's IJT Position: Q2 2026 in Review

Allen Investment Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 5,000 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #159.

Allen Investment Management first reported a position in IJT in Q2 2019 and has held it in 29 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Allen Investment Management held 5,000 shares of iShares S&P Small-Cap 600 Growth ETF worth $893K as of Q2 2026.
Allen Investment Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #159 holding.
Allen Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2019 and has held it in 29 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.