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 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 $1.66T 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

BankPlus Trust Department's IJT Position: Q1 2026 in Review

BankPlus Trust Department held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 411 shares worth $59.5K. The position accounts for 0.02% of the portfolio, ranked #249.

BankPlus Trust Department first reported a position in IJT in Q4 2024 and has held it in 6 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

BankPlus Trust Department held 411 shares of iShares S&P Small-Cap 600 Growth ETF worth $59.5K as of Q1 2026.
BankPlus Trust Department 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 0.02% of BankPlus Trust Department's portfolio in Q1 2026, its #249 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 6 quarters since.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.