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Estate Planners Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Estate Planners 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
Q1 		– Sell
-22
Closed -$3.05K – 225
2025
Q4 		$3.05K Buy
+22
New +$3.11K ﹤0.01% 376

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Estate Planners Group's IJT Position: Q1 2026 in Review

Estate Planners Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 22 shares — an estimated $3.05K sold.

Estate Planners Group first reported a position in IJT in Q4 2025 and held it in 1 quarter. The position peaked at $3.05K in Q4 2025. 761 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Estate Planners Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 22 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $3.05K.
  • Estate Planners Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.05K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.