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

Charles Schwab’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	-9,767	Closed	-$1.38M	–	3491
2025 Q4	$1.38M	Sell	9,767 -257	-3%	-$36.4K	﹤0.01%	2829
2025 Q3	$1.42M	Sell	10,024 -983	-9%	-$136K	﹤0.01%	2843
2025 Q2	$1.46M	Sell	11,007 -542	-5%	-$67.9K	﹤0.01%	2769
2025 Q1	$1.44M	Buy	11,549 +51	+0.4%	+$6.82K	﹤0.01%	2717
2024 Q4	$1.56M	Sell	11,498 -783	-6%	-$111K	﹤0.01%	2753
2024 Q3	$1.71M	Sell	12,281 -374	-3%	-$50.4K	﹤0.01%	2754
2024 Q2	$1.63M	Sell	12,655 -403	-3%	-$51.5K	﹤0.01%	2772
2024 Q1	$1.71M	Sell	13,058 -605	-4%	-$75.5K	﹤0.01%	2640
2023 Q4	$1.71M	Sell	13,663 -726	-5%	-$81.4K	﹤0.01%	2664
2023 Q3	$1.58M	Buy	+14,389	New	+$1.66M	﹤0.01%	2665

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Charles Schwab's IJT Position: Q1 2026 in Review

Charles Schwab sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 9,767 shares — an estimated $1.38M sold.

Charles Schwab first reported a position in IJT in Q3 2023 and held it in 10 quarters. The position peaked at $1.71M in Q3 2024. 762 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Charles Schwab reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
Charles Schwab sold 9,767 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $1.38M.
Charles Schwab first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2023 and held it in 10 quarters.
Charles Schwab's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.71M in Q3 2024.
762 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.