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

Guidance Point 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	$4.38M	Sell	30,247 -164	-0.5%	-$24.3K	1.04%	21
2025 Q4	$4.29M	Sell	30,411 -942	-3%	-$133K	1%	22
2025 Q3	$4.44M	Sell	31,353 -2,008	-6%	-$277K	1.07%	21
2025 Q2	$4.44M	Buy	33,361 +39	+0.1%	+$4.89K	1.14%	20
2025 Q1	$4.15M	Sell	33,322 -11	-0%	-$1.47K	1.18%	20
2024 Q4	$4.51M	Buy	33,333 +18	+0.1%	+$2.55K	1.27%	17
2024 Q3	$4.65M	Buy	33,315 +125	+0.4%	+$16.9K	1.36%	16
2024 Q2	$4.26M	Buy	33,190 +77	+0.2%	+$9.85K	1.33%	19
2024 Q1	$4.33M	Buy	33,113 +43	+0.1%	+$5.37K	1.41%	16
2023 Q4	$4.14M	Sell	33,070 -1,844	-5%	-$207K	1.53%	15
2023 Q3	$3.83M	Sell	34,914 -388	-1%	-$44.8K	1.56%	14
2023 Q2	$4.06M	Buy	35,302 +61	+0.2%	+$6.66K	1.56%	11
2023 Q1	$3.87M	Buy	35,241 +68	+0.2%	+$7.67K	1.56%	16
2022 Q4	$3.8M	Buy	35,173 +92	+0.3%	+$10.1K	1.61%	11
2022 Q3	$3.57M	Buy	35,081 +91	+0.3%	+$10.2K	1.63%	14
2022 Q2	$3.69M	Buy	34,990 +1,140	+3%	+$129K	1.59%	15
2022 Q1	$4.23M	Buy	33,850 +75	+0.2%	+$9.45K	1.6%	13
2021 Q4	$4.69M	Buy	33,775 +42	+0.1%	+$5.72K	1.7%	12
2021 Q3	$4.39M	Buy	33,733 +70	+0.2%	+$9.23K	1.6%	12
2021 Q2	$4.46M	Buy	33,663 +26	+0.1%	+$3.38K	1.73%	11
2021 Q1	$4.31M	Buy	33,637 +284	+0.9%	+$36.1K	1.79%	11
2020 Q4	$3.81M	Buy	33,353 +51	+0.2%	+$5.2K	1.75%	13
2020 Q3	$2.94M	Buy	33,302 +14	+0%	+$1.25K	1.62%	15
2020 Q2	$2.83M	Sell	33,288 -1,980	-6%	-$154K	1.57%	16
2020 Q1	$2.43M	Sell	35,268 -148	-0.4%	-$13.1K	1.58%	17
2019 Q4	$3.42M	Buy	35,416 +72	+0.2%	+$6.65K	1.67%	16
2019 Q3	$3.15M	Buy	35,344 +1,448	+4%	+$131K	1.73%	15
2019 Q2	$3.09M	Buy	33,896 +58	+0.2%	+$5.21K	1.75%	15
2019 Q1	$3.02M	Buy	33,838 +50	+0.1%	+$4.42K	1.78%	15
2018 Q4	$2.73M	Buy	+33,788	New	+$3.01M	1.77%	14

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

Guidance Point Advisors's IJT Position: Q1 2026 in Review

Guidance Point Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.54% in Q1 2026, selling an estimated $24.3K and leaving 30,247 shares worth $4.38M. The position accounts for 1.04% of the portfolio, ranked #21.

Guidance Point Advisors first reported a position in IJT in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.69M in Q4 2021. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Guidance Point Advisors held 30,247 shares of iShares S&P Small-Cap 600 Growth ETF worth $4.38M as of Q1 2026.
Guidance Point Advisors sold 164 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $24.3K.
iShares S&P Small-Cap 600 Growth ETF made up 1.04% of Guidance Point Advisors's portfolio in Q1 2026, its #21 holding.
Guidance Point Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Guidance Point Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.69M in Q4 2021.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

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