Bartlett & Co Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bartlett & Co Wealth Management’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	$618K	Sell	3,837 -42	-1%	-$6.23K	0.01%	317
2025 Q4	$548K	Buy	3,879 +3,600	+1,290%	+$510K	0.01%	323
2025 Q3	$39.5K	Hold	279	–	–	﹤0.01%	709
2025 Q2	$37.1K	Hold	279	–	–	﹤0.01%	710
2025 Q1	$34.7K	Hold	279	–	–	﹤0.01%	724
2024 Q4	$37.8K	Hold	279	–	–	﹤0.01%	703
2024 Q3	$38.9K	Hold	279	–	–	﹤0.01%	704
2024 Q2	$35.8K	Buy	279 +42	+18%	+$5.37K	﹤0.01%	720
2024 Q1	$31K	Hold	237	–	–	﹤0.01%	737
2023 Q4	$30K	Hold	237	–	–	﹤0.01%	793
2023 Q3	$26.1K	Sell	237 -83	-26%	-$9.57K	﹤0.01%	766
2023 Q2	$36.8K	Hold	320	–	–	﹤0.01%	715
2023 Q1	$35.2K	Hold	320	–	–	﹤0.01%	616
2022 Q4	$34.6K	Hold	320	–	–	﹤0.01%	630
2022 Q3	$32.6K	Hold	320	–	–	﹤0.01%	633
2022 Q2	$33.7K	Hold	320	–	–	﹤0.01%	646
2022 Q1	$40K	Buy	+320	New	+$40.3K	﹤0.01%	622
2021 Q4	–	Sell	-320	Closed	-$41.6K	–	629
2021 Q3	$41.6K	Hold	320	–	–	﹤0.01%	537
2021 Q2	$42.4K	Hold	320	–	–	﹤0.01%	533
2021 Q1	$41K	Hold	320	–	–	﹤0.01%	571
2020 Q4	$36.5K	Hold	320	–	–	﹤0.01%	580
2020 Q3	$28.2K	Hold	320	–	–	﹤0.01%	579
2020 Q2	$27.2K	Buy	+320	New	+$24.9K	﹤0.01%	576
2020 Q1	–	Sell	-600	Closed	-$58K	–	871
2019 Q4	$58K	Hold	600	–	–	﹤0.01%	503
2019 Q3	$53.5K	Buy	+600	New	+$54.2K	﹤0.01%	517
2018 Q3	–	Sell	-544	Closed	-$51.5K	–	726
2018 Q2	$51.5K	Buy	+544	New	+$49.9K	﹤0.01%	426

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

Bartlett & Co Wealth Management's IJT Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.1% in Q1 2026, selling an estimated $6.23K and leaving 3,837 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #317.

Bartlett & Co Wealth Management first reported a position in IJT in Q2 2018 and has held it in 26 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Bartlett & Co Wealth Management held 3,837 shares of iShares S&P Small-Cap 600 Growth ETF worth $618K as of Q1 2026.
Bartlett & Co Wealth Management sold 42 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $6.23K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #317 holding.
Bartlett & Co Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and has held it in 26 quarters since.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.