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

Allium Financial 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 		$461K Hold
3,189
– – 0.37% 40
2025
Q4 		$450K Hold
3,189
– – 0.36% 40
2025
Q3 		$451K Sell
3,189
-315
-9% -$43.5K 0.37% 42
2025
Q2 		$466K Hold
3,504
– – 0.41% 39
2025
Q1 		$436K Buy
+3,504
New +$469K 0.4% 42

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allium Financial Advisors's IJT Position: Q1 2026 in Review

Allium Financial Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 3,189 shares worth $461K. The position accounts for 0.37% of the portfolio, ranked #40.

Allium Financial Advisors first reported a position in IJT in Q1 2025 and has held it in 5 quarters since. The position peaked at $466K in Q2 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Allium Financial Advisors held 3,189 shares of iShares S&P Small-Cap 600 Growth ETF worth $461K as of Q1 2026.
  • Allium Financial Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.37% of Allium Financial Advisors's portfolio in Q1 2026, its #40 holding.
  • Allium Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $466K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.