Essex Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Essex Financial Services’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	$999K	Buy	6,902 +51	+0.7%	+$7.57K	0.06%	292
2025 Q4	$967K	Sell	6,851 -386	-5%	-$54.6K	0.06%	286
2025 Q3	$1.02M	Buy	7,237 +72	+1%	+$9.94K	0.06%	256
2025 Q2	$953K	Sell	7,165 -76	-1%	-$9.52K	0.06%	264
2025 Q1	$902K	Buy	7,241 +266	+4%	+$35.6K	0.06%	251
2024 Q4	$944K	Buy	6,975 +1,136	+19%	+$161K	0.07%	242
2024 Q3	$800K	Buy	5,839 +1,069	+22%	+$144K	0.06%	288
2024 Q2	$627K	Buy	4,770 +2,836	+147%	+$363K	0.05%	325
2024 Q1	$253K	Buy	+1,934	New	+$241K	0.02%	455
2014 Q2	–	Sell	-5,404	Closed	-$321K	–	309
2014 Q1	$321K	Buy	+5,404	New	+$317K	0.1%	206

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

Essex Financial Services's IJT Position: Q1 2026 in Review

Essex Financial Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.74% in Q1 2026, buying an estimated $7.57K and bringing the position to 6,902 shares worth $999K. The position accounts for 0.06% of the portfolio, ranked #292.

Essex Financial Services first reported a position in IJT in Q1 2014 and has held it in 10 quarters since. The position peaked at $1.02M in Q3 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Essex Financial Services held 6,902 shares of iShares S&P Small-Cap 600 Growth ETF worth $999K as of Q1 2026.
Essex Financial Services bought 51 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $7.57K.
iShares S&P Small-Cap 600 Growth ETF made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #292 holding.
Essex Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2014 and has held it in 10 quarters since.
Essex Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.02M in Q3 2025.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.