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

Financial Consulate’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 		$155K Hold
1,073
– – 0.02% 168
2025
Q4 		$151K Hold
1,073
– – 0.02% 193
2025
Q3 		$152K Buy
+1,073
New +$148K 0.02% 186
2025
Q1 		– Sell
-4,341
Closed -$588K – 29
2024
Q4 		$588K Sell
4,341
-403
-8% -$57K 0.16% 27
2024
Q3 		$662K Sell
4,744
-623
-12% -$84K 0.18% 24
2024
Q2 		$689K Sell
5,367
-390
-7% -$49.9K 0.2% 24
2024
Q1 		$753K Sell
5,757
-1,198
-17% -$150K 0.22% 24
2023
Q4 		$870K Sell
6,955
-500
-7% -$56.1K 0.29% 21
2023
Q3 		$818K Sell
7,455
-327
-4% -$37.7K 0.36% 20
2023
Q2 		$894K Sell
7,782
-1,046
-12% -$114K 0.38% 22
2023
Q1 		$971K Sell
8,828
-586
-6% -$66.1K 0.34% 32
2022
Q4 		$1.02M Sell
9,414
-64
-0.7% -$7.04K 0.36% 36
2022
Q3 		$964K Sell
9,478
-900
-9% -$101K 0.41% 32
2022
Q2 		$1.09M Sell
10,378
-926
-8% -$105K 0.51% 31
2022
Q1 		$1.41M Sell
11,304
-60
-0.5% -$7.56K 0.54% 31
2021
Q4 		$1.58M Sell
11,364
-68
-0.6% -$9.26K 0.55% 31
2021
Q3 		$1.49M Sell
11,432
-776
-6% -$102K 0.54% 31
2021
Q2 		$1.62M Sell
12,208
-133
-1% -$17.3K 0.58% 29
2021
Q1 		$1.58M Sell
12,341
-1,514
-11% -$192K 0.64% 29
2020
Q4 		$1.58M Buy
13,855
+383
+3% +$39K 0.68% 27
2020
Q3 		$1.19M Buy
13,472
+7,418
+123% +$663K 0.56% 33
2020
Q2 		$514K Sell
6,054
-4,244
-41% -$331K 0.26% 51
2020
Q1 		$710K Sell
10,298
-2,910
-22% -$257K 0.42% 39
2019
Q4 		$1.28M Buy
13,208
+1,436
+12% +$133K 0.56% 30
2019
Q3 		$1.05M Buy
11,772
+312
+3% +$28.2K 0.46% 36
2019
Q2 		$1.05M Buy
11,460
+80
+0.7% +$7.19K 0.47% 37
2019
Q1 		$1.01M Buy
+11,380
New +$1.01M 0.46% 40

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Consulate's IJT Position: Q1 2026 in Review

Financial Consulate held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 1,073 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #168.

Financial Consulate first reported a position in IJT in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.62M in Q2 2021. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Financial Consulate held 1,073 shares of iShares S&P Small-Cap 600 Growth ETF worth $155K as of Q1 2026.
  • Financial Consulate left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Financial Consulate's portfolio in Q1 2026, its #168 holding.
  • Financial Consulate first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and has held it in 27 quarters since.
  • Financial Consulate's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.62M in Q2 2021.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.