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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
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Congress Asset Management's IJT Position: Q2 2026 in Review

Congress Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026, closing a stake of 1,827 shares — an estimated $264K sold.

Congress Asset Management first reported a position in IJT in Q4 2024 and held it in 3 quarters. The position peaked at $491K in Q4 2025. 513 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Congress Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 1,827 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $264K.
  • Congress Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Congress Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $491K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.