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

Avalon Trust’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	$15.6K	Hold	108	–	–	﹤0.01%	382
2025 Q4	$15.2K	Hold	108	–	–	﹤0.01%	363
2025 Q3	$15.3K	Hold	108	–	–	﹤0.01%	403
2025 Q2	$14.4K	Hold	108	–	–	﹤0.01%	334
2025 Q1	$13.4K	Hold	108	–	–	﹤0.01%	351
2024 Q4	$14.6K	Hold	108	–	–	﹤0.01%	306
2024 Q3	$15.1K	Hold	108	–	–	﹤0.01%	275
2024 Q2	$13.9K	Hold	108	–	–	﹤0.01%	276
2024 Q1	$14.1K	Hold	108	–	–	﹤0.01%	285
2023 Q4	$13.5K	Sell	108 -295	-73%	-$33.1K	﹤0.01%	284
2023 Q3	$44.2K	Buy	403 +108	+37%	+$12.5K	﹤0.01%	199
2023 Q2	$33.9K	Buy	+295	New	+$32.2K	﹤0.01%	222

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

Avalon Trust's IJT Position: Q1 2026 in Review

Avalon Trust held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 108 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Avalon Trust first reported a position in IJT in Q2 2023 and has held it in 12 quarters since. The position peaked at $44.2K in Q3 2023. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Avalon Trust held 108 shares of iShares S&P Small-Cap 600 Growth ETF worth $15.6K as of Q1 2026.
Avalon Trust 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 Avalon Trust's portfolio in Q1 2026, its #382 holding.
Avalon Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Avalon Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $44.2K in Q3 2023.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.