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

Apollon Wealth 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
Q1 		$682K Sell
4,712
-176
-4% -$26.1K 0.01% 740
2025
Q4 		$690K Sell
4,888
-151
-3% -$21.4K 0.01% 715
2025
Q3 		$713K Sell
5,039
-188
-4% -$25.9K 0.01% 700
2025
Q2 		$695K Sell
5,227
-1,194
-19% -$150K 0.01% 674
2025
Q1 		$799K Sell
6,421
-20,832
-76% -$2.79M 0.02% 579
2024
Q4 		$3.69M Buy
27,253
+2,515
+10% +$356K 0.09% 215
2024
Q3 		$3.45M Buy
24,738
+620
+3% +$83.6K 0.1% 186
2024
Q2 		$3.1M Buy
24,118
+19,049
+376% +$2.44M 0.09% 194
2024
Q1 		$663K Sell
5,069
-78
-2% -$9.73K 0.02% 599
2023
Q4 		$644K Buy
5,147
+882
+21% +$98.9K 0.02% 587
2023
Q3 		$468K Sell
4,265
-2,270
-35% -$262K 0.02% 567
2023
Q2 		$751K Buy
6,535
+110
+2% +$12K 0.04% 478
2023
Q1 		$706K Buy
6,425
+2,250
+54% +$254K 0.04% 420
2022
Q4 		$451K Hold
4,175
– – 0.03% 544
2022
Q3 		$424K Buy
4,175
+799
+24% +$89.7K 0.03% 494
2022
Q2 		$356K Sell
3,376
-800
-19% -$90.7K 0.03% 520
2022
Q1 		$522K Sell
4,176
-1,303
-24% -$164K 0.04% 445
2021
Q4 		$659K Buy
5,479
+2,960
+118% +$403K 0.05% 396
2021
Q3 		$328K Buy
+2,519
New +$332K 0.05% 331
2020
Q3 		– Sell
-406
Closed -$34K – 400
2020
Q2 		$34K Buy
+406
New +$31.6K 0.02% 298

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

Apollon Wealth Management's IJT Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.6% in Q1 2026, selling an estimated $26.1K and leaving 4,712 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #740.

Apollon Wealth Management first reported a position in IJT in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.69M in Q4 2024. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Apollon Wealth Management held 4,712 shares of iShares S&P Small-Cap 600 Growth ETF worth $682K as of Q1 2026.
  • Apollon Wealth Management sold 176 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $26.1K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #740 holding.
  • Apollon Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2020 and has held it in 20 quarters since.
  • Apollon Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.69M in Q4 2024.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.