Guerra Pan Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Guerra Pan Advisors’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	$841K	Sell	5,814 -172	-3%	-$25.5K	0.52%	43
2025 Q4	$845K	Sell	5,986 -194	-3%	-$27.5K	0.5%	45
2025 Q3	$874K	Sell	6,180 -84	-1%	-$11.6K	0.53%	41
2025 Q2	$833K	Sell	6,264 -119	-2%	-$14.9K	0.55%	44
2025 Q1	$795K	Sell	6,383 -780	-11%	-$104K	0.62%	43
2024 Q4	$970K	Buy	7,163 +1,705	+31%	+$241K	0.7%	35
2024 Q3	$761K	Buy	5,458 +1,809	+50%	+$244K	0.61%	47
2024 Q2	$469K	Buy	+3,649	New	+$467K	0.39%	60

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guerra Pan Advisors's IJT Position: Q1 2026 in Review

Guerra Pan Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.9% in Q1 2026, selling an estimated $25.5K and leaving 5,814 shares worth $841K. The position accounts for 0.52% of the portfolio, ranked #43.

Guerra Pan Advisors first reported a position in IJT in Q2 2024 and has held it in 8 quarters since. The position peaked at $970K in Q4 2024. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Guerra Pan Advisors held 5,814 shares of iShares S&P Small-Cap 600 Growth ETF worth $841K as of Q1 2026.
Guerra Pan Advisors sold 172 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $25.5K.
iShares S&P Small-Cap 600 Growth ETF made up 0.52% of Guerra Pan Advisors's portfolio in Q1 2026, its #43 holding.
Guerra Pan Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Guerra Pan Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $970K in Q4 2024.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.