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

Ascent 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 Q1	$211K	Hold	1,457	–	–	0.01%	714
2025 Q4	$206K	Hold	1,457	–	–	0.01%	716
2025 Q3	$206K	Sell	1,457 -818	-36%	-$113K	0.01%	708
2025 Q2	$303K	Hold	2,275	–	–	0.01%	578
2025 Q1	$283K	Buy	+2,275	New	+$304K	0.01%	575
2022 Q3	–	Sell	-1,813	Closed	-$214K	–	485
2022 Q2	$214K	Buy	+1,813	New	+$206K	0.03%	449

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

Ascent Group's IJT Position: Q1 2026 in Review

Ascent Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 1,457 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #714.

Ascent Group first reported a position in IJT in Q2 2022 and has held it in 6 quarters since. The position peaked at $303K in Q2 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Ascent Group held 1,457 shares of iShares S&P Small-Cap 600 Growth ETF worth $211K as of Q1 2026.
Ascent Group 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 0.01% of Ascent Group's portfolio in Q1 2026, its #714 holding.
Ascent Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and has held it in 6 quarters since.
Ascent Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $303K in Q2 2025.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.