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

BankPlus Trust Department’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	$73.4K	Hold	411	–	–	0.02%	245
2026 Q1	$59.5K	Hold	411	–	–	0.02%	249
2025 Q4	$58K	Hold	411	–	–	0.02%	238
2025 Q3	$58.2K	Hold	411	–	–	0.02%	237
2025 Q2	$54.7K	Hold	411	–	–	0.02%	222
2025 Q1	$51.2K	Hold	411	–	–	0.02%	217
2024 Q4	$55.6K	Buy	+411	New	+$58.2K	0.02%	219

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

BankPlus Trust Department's IJT Position: Q2 2026 in Review

BankPlus Trust Department held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 411 shares worth $73.4K. The position accounts for 0.02% of the portfolio, ranked #245.

BankPlus Trust Department first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

BankPlus Trust Department held 411 shares of iShares S&P Small-Cap 600 Growth ETF worth $73.4K as of Q2 2026.
BankPlus Trust Department 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 0.02% of BankPlus Trust Department's portfolio in Q2 2026, its #245 holding.
BankPlus Trust Department first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.