First Wilshire Securities Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

First Wilshire Securities Management’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	$250K	Hold	1,400	–	–	0.05%	75
2026 Q1	$203K	Buy	+1,400	New	+$208K	0.05%	83
2025 Q1	–	Sell	-2,400	Closed	-$325K	–	80
2024 Q4	$325K	Hold	2,400	–	–	0.09%	69
2024 Q3	$335K	Hold	2,400	–	–	0.09%	66
2024 Q2	$308K	Hold	2,400	–	–	0.09%	67
2024 Q1	$314K	Hold	2,400	–	–	0.09%	68
2023 Q4	$300K	Hold	2,400	–	–	0.1%	71
2023 Q3	$263K	Hold	2,400	–	–	0.09%	76
2023 Q2	$276K	Hold	2,400	–	–	0.09%	71
2023 Q1	$264K	Hold	2,400	–	–	0.09%	73
2022 Q4	$259K	Hold	2,400	–	–	0.09%	74
2022 Q3	$244K	Hold	2,400	–	–	0.1%	72
2022 Q2	$253K	Hold	2,400	–	–	0.09%	75
2022 Q1	$300K	Hold	2,400	–	–	0.11%	70
2021 Q4	$333K	Hold	2,400	–	–	0.1%	66
2021 Q3	$312K	Buy	+2,400	New	+$316K	0.1%	71

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Wilshire Securities Management's IJT Position: Q2 2026 in Review

First Wilshire Securities Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,400 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #75.

First Wilshire Securities Management first reported a position in IJT in Q3 2021 and has held it in 16 quarters since. The position peaked at $335K in Q3 2024. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

First Wilshire Securities Management held 1,400 shares of iShares S&P Small-Cap 600 Growth ETF worth $250K as of Q2 2026.
First Wilshire Securities Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.05% of First Wilshire Securities Management's portfolio in Q2 2026, its #75 holding.
First Wilshire Securities Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 16 quarters since.
First Wilshire Securities Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $335K in Q3 2024.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.