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

BBR Partners’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 		– Sell
-1,600
Closed -$226K – 274
2025
Q4 		$226K Hold
1,600
– – 0.01% 238
2025
Q3 		$226K Buy
+1,600
New +$221K 0.01% 238
2020
Q2 		– Sell
-3,486
Closed -$240K – 175
2020
Q1 		$240K Buy
3,486
+1,142
+49% +$101K 0.04% 124
2019
Q4 		$227K Buy
+2,344
New +$216K 0.02% 178

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBR Partners's IJT Position: Q1 2026 in Review

BBR Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 1,600 shares — an estimated $226K sold.

BBR Partners first reported a position in IJT in Q4 2019 and held it in 4 quarters. The position peaked at $240K in Q1 2020. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • BBR Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • BBR Partners sold 1,600 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $226K.
  • BBR Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 4 quarters.
  • BBR Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $240K in Q1 2020.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.