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

Barrett & Company’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	$14.3K	Hold	80	–	–	﹤0.01%	463
2026 Q1	$11.6K	Hold	80	–	–	﹤0.01%	459
2025 Q4	$11.3K	Hold	80	–	–	﹤0.01%	462
2025 Q3	$11.3K	Hold	80	–	–	﹤0.01%	462
2025 Q2	$10.6K	Hold	80	–	–	﹤0.01%	464
2025 Q1	$9.96K	Hold	80	–	–	﹤0.01%	442
2024 Q4	$10.8K	Hold	80	–	–	﹤0.01%	429
2024 Q3	$11.2K	Hold	80	–	–	﹤0.01%	419
2024 Q2	$10.3K	Hold	80	–	–	﹤0.01%	429
2024 Q1	$10.5K	Hold	80	–	–	﹤0.01%	426
2023 Q4	$10K	Hold	80	–	–	0.01%	413
2023 Q3	$8.77K	Hold	80	–	–	0.01%	429
2023 Q2	$9.19K	Hold	80	–	–	0.01%	418
2023 Q1	$8.79K	Hold	80	–	–	0.01%	395
2022 Q4	$8.05K	Hold	80	–	–	0.01%	400
2022 Q3	$8.05K	Buy	+80	New	+$8.98K	0.01%	400

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

Barrett & Company's IJT Position: Q2 2026 in Review

Barrett & Company held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 80 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Barrett & Company first reported a position in IJT in Q3 2022 and has held it in 16 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Barrett & Company held 80 shares of iShares S&P Small-Cap 600 Growth ETF worth $14.3K as of Q2 2026.
Barrett & Company 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 ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #463 holding.
Barrett & Company first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2022 and has held it in 16 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.