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

Chicago Partners Investment Group’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 		$7.22M Sell
42,054
-887
-2% -$144K 0.14% 124
2026
Q1 		$6.85M Sell
42,941
-105
-0.2% -$15.6K 0.15% 119
2025
Q4 		$6.45M Buy
43,046
+977
+2% +$138K 0.16% 122
2025
Q3 		$6.03M Sell
42,069
-50
-0.1% -$6.9K 0.16% 127
2025
Q2 		$5.77M Sell
42,119
-158
-0.4% -$19.8K 0.17% 127
2025
Q1 		$5.24M Buy
42,277
+310
+0.7% +$41.5K 0.17% 124
2024
Q4 		$5.73M Sell
41,967
-14,504
-26% -$2.05M 0.19% 109
2024
Q3 		$7.69M Sell
56,471
-859
-1% -$116K 0.27% 80
2024
Q2 		$8.04M Buy
57,330
+450
+0.8% +$57.6K 0.31% 73
2024
Q1 		$7.15M Sell
56,880
-236
-0.4% -$29.5K 0.3% 76
2023
Q4 		$7.01M Sell
57,116
-1,345
-2% -$151K 0.32% 72
2023
Q3 		$6.08M Buy
58,461
+709
+1% +$81.8K 0.33% 71
2023
Q2 		$6.89M Buy
57,752
+324
+0.6% +$35.4K 0.36% 63
2023
Q1 		$6.22M Buy
57,428
+942
+2% +$106K 0.36% 64
2022
Q4 		$6.72M Sell
56,486
-1,439
-2% -$158K 0.41% 56
2022
Q3 		$6.36M Sell
57,925
-3,229
-5% -$363K 0.45% 53
2022
Q2 		$7.21M Sell
61,154
-484
-0.8% -$54.9K 0.52% 43
2022
Q1 		$6.69M Sell
61,638
-293
-0.5% -$36.9K 0.51% 47
2021
Q4 		$7.67M Buy
61,931
+2,090
+3% +$285K 0.54% 42
2021
Q3 		$8.53M Buy
59,841
+2,035
+4% +$268K 0.6% 41
2021
Q2 		$7.52M Buy
57,806
+3,951
+7% +$514K 0.56% 41
2021
Q1 		$7.14M Sell
53,855
-1,337
-2% -$170K 0.59% 40
2020
Q4 		$6.94M Sell
55,192
-55,918
-50% -$5.7M 0.66% 38
2020
Q3 		$5.2M Buy
111,110
+59,400
+115% +$5.31M 0.62% 41
2020
Q2 		$4.58M Buy
51,710
+1,766
+4% +$138K 0.57% 43
2020
Q1 		$3.67M Buy
49,944
+2,232
+5% +$197K 0.57% 42
2019
Q4 		$4.76M Sell
47,712
-2,284
-5% -$211K 0.59% 39
2019
Q3 		$4.53M Buy
49,996
+1,664
+3% +$150K 0.64% 38
2019
Q2 		$4.37M Buy
48,332
+432
+0.9% +$38.8K 0.63% 38
2019
Q1 		$4.33M Buy
47,900
+1,998
+4% +$177K 0.64% 37
2018
Q4 		$3.92M Buy
45,902
+786
+2% +$70K 0.58% 42
2018
Q3 		$3.94M Buy
45,116
+5,798
+15% +$583K 0.59% 36
2018
Q2 		$3.71M Buy
39,318
+304
+0.8% +$27.9K 0.58% 39
2018
Q1 		$3.39M Buy
39,014
+1,474
+4% +$128K 0.58% 38
2017
Q4 		$3.19M Buy
37,540
+778
+2% +$65.1K 0.52% 43
2017
Q3 		$3.02M Sell
36,762
-778
-2% -$60.7K 0.52% 43
2017
Q2 		$2.88M Buy
37,540
+21,960
+141% +$1.69M 0.75% 31
2017
Q1 		$1.19M Buy
15,580
+3,886
+33% +$295K 0.34% 59
2016
Q4 		$877K Buy
11,694
+300
+3% +$21.2K 0.32% 61
2016
Q3 		$781K Hold
11,394
– – 0.31% 62
2016
Q2 		$732K Buy
11,394
+28
+0.2% +$1.76K 0.35% 50
2016
Q1 		$706K Buy
11,366
+86
+0.8% +$5.01K 0.37% 51
2015
Q4 		$701K Buy
11,280
+28
+0.2% +$1.78K 0.33% 54
2015
Q3 		$676K Buy
11,252
+102
+0.9% +$6.53K 0.38% 53
2015
Q2 		$730K Sell
11,150
-682
-6% -$44.5K 0.33% 61
2015
Q1 		$724K Buy
11,832
+716
+6% +$44.9K 0.32% 60
2014
Q4 		$680K Buy
+11,116
New +$652K 0.29% 63

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Chicago Partners Investment Group's IJT Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.1% in Q2 2026, selling an estimated $144K and leaving 42,054 shares worth $7.22M. The position accounts for 0.14% of the portfolio, ranked #124.

Chicago Partners Investment Group first reported a position in IJT in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.53M in Q3 2021. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Chicago Partners Investment Group held 42,054 shares of iShares S&P Small-Cap 600 Growth ETF worth $7.22M as of Q2 2026.
  • Chicago Partners Investment Group sold 887 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $144K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.14% of Chicago Partners Investment Group's portfolio in Q2 2026, its #124 holding.
  • Chicago Partners Investment Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.53M in Q3 2021.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.