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

Greenleaf Trust’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 		$5.05M Sell
28,248
-111
-0.4% -$18K 0.05% 108
2026
Q1 		$4.1M Sell
28,359
-655
-2% -$97.2K 0.04% 116
2025
Q4 		$4.1M Sell
29,014
-572
-2% -$81K 0.04% 113
2025
Q3 		$4.19M Sell
29,586
-1,044
-3% -$144K 0.04% 117
2025
Q2 		$4.08M Sell
30,630
-375
-1% -$47K 0.04% 117
2025
Q1 		$3.86M Sell
31,005
-5,125
-14% -$685K 0.04% 122
2024
Q4 		$4.89M Sell
36,130
-360
-1% -$50.9K 0.04% 107
2024
Q3 		$5.09M Buy
36,490
+8
+0% +$1.08K 0.05% 102
2024
Q2 		$4.69M Sell
36,482
-404
-1% -$51.7K 0.04% 102
2024
Q1 		$4.82M Sell
36,886
-656
-2% -$81.9K 0.04% 103
2023
Q4 		$4.7M Buy
37,542
+4,149
+12% +$465K 0.05% 103
2023
Q3 		$3.66M Buy
33,393
+129
+0.4% +$14.9K 0.04% 104
2023
Q2 		$3.82M Sell
33,264
-446
-1% -$48.7K 0.04% 105
2023
Q1 		$3.71M Sell
33,710
-68
-0.2% -$7.67K 0.04% 108
2022
Q4 		$3.65M Sell
33,778
-93
-0.3% -$10.2K 0.05% 106
2022
Q3 		$3.44M Buy
33,871
+42
+0.1% +$4.72K 0.05% 100
2022
Q2 		$3.56M Sell
33,829
-780
-2% -$88.4K 0.05% 91
2022
Q1 		$4.33M Sell
34,609
-369
-1% -$46.5K 0.05% 77
2021
Q4 		$4.86M Sell
34,978
-330
-0.9% -$44.9K 0.06% 73
2021
Q3 		$4.59M Buy
35,308
+438
+1% +$57.7K 0.06% 71
2021
Q2 		$4.63M Sell
34,870
-463
-1% -$60.3K 0.06% 73
2021
Q1 		$4.53M Sell
35,333
-2,053
-5% -$261K 0.06% 71
2020
Q4 		$4.27M Sell
37,386
-1,198
-3% -$122K 0.06% 75
2020
Q3 		$3.4M Sell
38,584
-418
-1% -$37.4K 0.05% 73
2020
Q2 		$3.31M Sell
39,002
-17,160
-31% -$1.34M 0.06% 74
2020
Q1 		$3.87M Sell
56,162
-4,106
-7% -$362K 0.08% 53
2019
Q4 		$5.83M Sell
60,268
-984
-2% -$90.9K 0.09% 54
2019
Q3 		$5.46M Sell
61,252
-542
-0.9% -$48.9K 0.08% 52
2019
Q2 		$5.64M Buy
61,794
+792
+1% +$71.2K 0.09% 52
2019
Q1 		$5.44M Buy
61,002
+438
+0.7% +$38.7K 0.09% 50
2018
Q4 		$4.88M Buy
60,564
+1,214
+2% +$108K 0.1% 51
2018
Q3 		$5.99M Sell
59,350
-268
-0.4% -$26.9K 0.11% 48
2018
Q2 		$5.63M Buy
59,618
+438
+0.7% +$40.2K 0.11% 47
2018
Q1 		$5.14M Sell
59,180
-1,188
-2% -$104K 0.1% 53
2017
Q4 		$5.14M Sell
60,368
-190
-0.3% -$15.9K 0.1% 55
2017
Q3 		$4.98M Buy
60,558
+564
+0.9% +$44K 0.11% 55
2017
Q2 		$4.68M Buy
59,994
+54
+0.1% +$4.15K 0.11% 54
2017
Q1 		$4.59M Sell
59,940
-810
-1% -$61.4K 0.11% 53
2016
Q4 		$4.56M Sell
60,750
-3,148
-5% -$222K 0.12% 57
2016
Q3 		$4.38M Sell
63,898
-1,804
-3% -$122K 0.12% 58
2016
Q2 		$4.22M Buy
65,702
+1,756
+3% +$110K 0.11% 57
2016
Q1 		$3.97M Buy
63,946
+1,772
+3% +$103K 0.11% 58
2015
Q4 		$3.86M Buy
62,174
+33,752
+119% +$2.14M 0.12% 47
2015
Q3 		$1.71M Sell
28,422
-564
-2% -$36.1K 0.05% 53
2015
Q2 		$1.9M Sell
28,986
-5,288
-15% -$345K 0.05% 50
2015
Q1 		$2.23M Sell
34,274
-3,286
-9% -$206K 0.07% 42
2014
Q4 		$2.3M Sell
37,560
-11,258
-23% -$660K 0.07% 44
2014
Q3 		$2.75M Sell
48,818
-29,880
-38% -$1.74M 0.09% 43
2014
Q2 		$4.74M Sell
78,698
-106,226
-57% -$6.16M 0.15% 40
2014
Q1 		$11M Sell
184,924
-42,638
-19% -$2.5M 0.35% 29
2013
Q4 		$13.5M Buy
227,562
+2,232
+1% +$127K 0.46% 22
2013
Q3 		$12.2M Buy
225,330
+2,162
+1% +$113K 0.46% 22
2013
Q2 		$10.8M Buy
+223,168
New +$10.6M 0.42% 22

Other funds holding IJT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Greenleaf Trust's IJT Position: Q2 2026 in Review

Greenleaf Trust reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.39% in Q2 2026, selling an estimated $18K and leaving 28,248 shares worth $5.05M. The position accounts for 0.05% of the portfolio, ranked #108.

Greenleaf Trust first reported a position in IJT in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.5M in Q4 2013. 351 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Greenleaf Trust held 28,248 shares of iShares S&P Small-Cap 600 Growth ETF worth $5.05M as of Q2 2026.
  • Greenleaf Trust sold 111 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $18K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.05% of Greenleaf Trust's portfolio in Q2 2026, its #108 holding.
  • Greenleaf Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Greenleaf Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $13.5M in Q4 2013.
  • 351 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.