Congress Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Congress Asset 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 Q3	$311K	Buy	+1,942	New	+$333K	﹤0.01%	370
2026 Q2	–	Sell	-1,827	Closed	-$264K	–	399
2026 Q1	$264K	Sell	1,827 -1,654	-48%	-$245K	﹤0.01%	409
2025 Q4	$491K	Buy	+3,481	New	+$493K	﹤0.01%	344
2025 Q1	–	Sell	-2,096	Closed	-$284K	–	390
2024 Q4	$284K	Buy	+2,096	New	+$297K	﹤0.01%	364

Other funds holding IJT

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Congress Asset Management's IJT Position: Q3 2026 in Review

Congress Asset Management opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2026: 1,942 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Congress Asset Management previously reported a position in IJT as recently as Q1 2026.

Congress Asset Management first reported a position in IJT in Q4 2024 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 52 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

Congress Asset Management held 1,942 shares of iShares S&P Small-Cap 600 Growth ETF worth $311K as of Q3 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Congress Asset Management position in Q3 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #370 holding.
Congress Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 4 quarters since.
Congress Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $491K in Q4 2025.
52 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.