FP
IJT icon

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

Financial Perspectives’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 		$109K Sell
610
-1
-0.2% -$162 0.03% 235
2026
Q1 		$88.4K Buy
611
+14
+2% +$2.08K 0.02% 242
2025
Q4 		$84.3K Buy
597
+1
+0.2% +$142 0.02% 249
2025
Q3 		$84.3K Buy
596
+1
+0.2% +$138 0.02% 255
2025
Q2 		$79.1K Buy
595
+5
+0.8% +$626 0.02% 254
2025
Q1 		$73.4K Buy
590
+6
+1% +$802 0.03% 251
2024
Q4 		$79.1K Buy
584
+32
+6% +$4.53K 0.03% 250
2024
Q3 		$77K Buy
552
+2
+0.4% +$270 0.03% 244
2024
Q2 		$70.6K Buy
550
+10
+2% +$1.28K 0.03% 236
2024
Q1 		$70.6K Buy
540
+1
+0.2% +$125 0.03% 245
2023
Q4 		$67.5K Buy
539
+11
+2% +$1.23K 0.03% 244
2023
Q3 		$57.9K Hold
528
– – 0.03% 243
2023
Q2 		$60.7K Buy
528
+1
+0.2% +$109 0.03% 240
2023
Q1 		$57.9K Buy
527
+2
+0.4% +$226 0.03% 245
2022
Q4 		$56.8K Buy
525
+355
+209% +$39K 0.03% 235
2022
Q3 		$17.3K Buy
170
+93
+121% +$10.4K 0.01% 367
2022
Q2 		$8.14K Sell
77
-819
-91% -$92.8K ﹤0.01% 464
2022
Q1 		$112K Buy
896
+298
+50% +$37.6K 0.05% 176
2021
Q4 		$83K Buy
598
+241
+68% +$32.8K 0.04% 194
2021
Q3 		$46.5K Buy
357
+154
+76% +$20.3K 0.02% 244
2021
Q2 		$27K Sell
203
-22,009
-99% -$2.86M 0.01% 344
2021
Q1 		$173K Buy
22,212
+22,039
+12,739% +$2.8M 0.01% 418
2020
Q4 		$19.8K Buy
+173
New +$17.6K 0.01% 337

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

Financial Perspectives's IJT Position: Q2 2026 in Review

Financial Perspectives reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.16% in Q2 2026, selling an estimated $162 and leaving 610 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #235.

Financial Perspectives first reported a position in IJT in Q4 2020 and has held it in 23 quarters since. The position peaked at $173K in Q1 2021. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Financial Perspectives held 610 shares of iShares S&P Small-Cap 600 Growth ETF worth $109K as of Q2 2026.
  • Financial Perspectives sold 1 iShares S&P Small-Cap 600 Growth ETF share in Q2 2026, an estimated $162.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #235 holding.
  • Financial Perspectives first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Financial Perspectives's iShares S&P Small-Cap 600 Growth ETF position peaked at $173K in Q1 2021.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.