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

Essential Planning’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	$351K	Sell	2,425 -4	-0.2%	-$593	0.11%	67
2025 Q4	$343K	Sell	2,429 -311	-11%	-$44K	0.11%	70
2025 Q3	$388K	Hold	2,740	–	–	0.13%	60
2025 Q2	$365K	Hold	2,740	–	–	0.14%	60
2025 Q1	$341K	Sell	2,740 -222,430	-99%	-$29.7M	0.14%	61
2024 Q4	$31.9M	Buy	225,170 +221,704	+6,397%	+$31.4M	0.21%	42
2024 Q3	$483K	Hold	3,466	–	–	0.2%	45
2024 Q2	$445K	Buy	3,466 +653	+23%	+$83.5K	0.2%	44
2024 Q1	$352K	Hold	2,813	–	–	0.18%	45
2023 Q4	$352K	Buy	+2,813	New	+$316K	0.18%	45

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

Essential Planning's IJT Position: Q1 2026 in Review

Essential Planning reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.16% in Q1 2026, selling an estimated $593 and leaving 2,425 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #67.

Essential Planning first reported a position in IJT in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.9M in Q4 2024. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Essential Planning held 2,425 shares of iShares S&P Small-Cap 600 Growth ETF worth $351K as of Q1 2026.
Essential Planning sold 4 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $593.
iShares S&P Small-Cap 600 Growth ETF made up 0.11% of Essential Planning's portfolio in Q1 2026, its #67 holding.
Essential Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Essential Planning's iShares S&P Small-Cap 600 Growth ETF position peaked at $31.9M in Q4 2024.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.