Callan Family Office’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Callan Family Office’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	$639K	Hold	4,414	–	–	0.01%	688
2025 Q4	$623K	Buy	4,414 +479	+12%	+$67.8K	0.01%	699
2025 Q3	$557K	Sell	3,935 -479	-11%	-$66.1K	0.02%	499
2025 Q2	$587K	Buy	4,414 +479	+12%	+$60K	0.02%	541
2025 Q1	$490K	Hold	3,935	–	–	0.04%	324
2024 Q4	$533K	Sell	3,935 -479	-11%	-$67.8K	0.03%	357
2024 Q3	$616K	Hold	4,414	–	–	0.1%	95
2024 Q2	$567K	Hold	4,414	–	–	0.11%	78
2024 Q1	$577K	Buy	4,414 +270	+7%	+$33.7K	0.14%	57
2023 Q4	$519K	Hold	4,144	–	–	0.13%	56
2023 Q3	$455K	Hold	4,144	–	–	0.12%	55
2023 Q2	$476K	Buy	4,144 +100	+2%	+$10.9K	0.13%	64
2023 Q1	$445K	Hold	4,044	–	–	0.11%	99
2022 Q4	$437K	Buy	+4,044	New	+$445K	0.14%	61

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

Callan Family Office's IJT Position: Q1 2026 in Review

Callan Family Office held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 4,414 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #688.

Callan Family Office first reported a position in IJT in Q4 2022 and has held it in 14 quarters since. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Callan Family Office held 4,414 shares of iShares S&P Small-Cap 600 Growth ETF worth $639K as of Q1 2026.
Callan Family Office 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 0.01% of Callan Family Office's portfolio in Q1 2026, its #688 holding.
Callan Family Office first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 14 quarters since.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.