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HBK Sorce Advisory’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

HBK Sorce Advisory’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 		$218K Sell
1,332
-1,100
-45% -$163K ﹤0.01% 583
2025
Q4 		$372K Hold
2,432
– – 0.01% 433
2025
Q3 		$346K Buy
2,432
+42
+2% +$5.8K 0.01% 436
2025
Q2 		$318K Buy
2,390
+42
+2% +$5.26K 0.01% 442
2025
Q1 		$292K Hold
2,348
– – 0.01% 454
2024
Q4 		$318K Hold
2,348
– – 0.01% 439
2024
Q3 		$328K Hold
2,348
– – 0.01% 433
2024
Q2 		$302K Hold
2,348
– – 0.01% 437
2024
Q1 		$307K Hold
2,348
– – 0.01% 444
2023
Q4 		$294K Hold
2,348
– – 0.01% 426
2023
Q3 		$258K Hold
2,348
– – 0.01% 451
2023
Q2 		$270K Sell
2,348
-4
-0.2% -$437 0.01% 467
2023
Q1 		$259K Sell
2,352
-2,608
-53% -$294K 0.01% 469
2022
Q4 		$536K Buy
4,960
+2,480
+100% +$273K 0.01% 400
2022
Q3 		$252K Buy
+2,480
New +$278K 0.02% 398
2022
Q2 		– Sell
-2,772
Closed -$347K – 511
2022
Q1 		$347K Buy
2,772
+340
+14% +$42.9K 0.02% 374
2021
Q4 		$338K Hold
2,432
– – 0.02% 423
2021
Q3 		$316K Hold
2,432
– – 0.02% 427
2021
Q2 		$323K Hold
2,432
– – 0.02% 430
2021
Q1 		$312K Hold
2,432
– – 0.02% 394
2020
Q4 		$278K Buy
2,432
+132
+6% +$13.5K 0.02% 400
2020
Q3 		$203K Buy
+2,300
New +$206K 0.01% 423
2020
Q1 		– Sell
-2,476
Closed -$239K – 428
2019
Q4 		$239K Hold
2,476
– – 0.02% 380
2019
Q3 		$221K Sell
2,476
-96
-4% -$8.67K 0.02% 377
2019
Q2 		$235K Buy
2,572
+10
+0.4% +$899 0.02% 356
2019
Q1 		$229K Buy
2,562
+6
+0.2% +$530 0.02% 382
2018
Q4 		$206K Hold
2,556
– – 0.02% 352
2018
Q3 		$258K Hold
2,556
– – 0.03% 325
2018
Q2 		$241K Buy
2,556
+104
+4% +$9.55K 0.03% 340
2018
Q1 		$213K Hold
2,452
– – 0.03% 342
2017
Q4 		$209K Buy
+2,452
New +$205K 0.02% 364

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HBK Sorce Advisory's IJT Position: Q1 2026 in Review

HBK Sorce Advisory reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 45% in Q1 2026, selling an estimated $163K and leaving 1,332 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

HBK Sorce Advisory first reported a position in IJT in Q4 2017 and has held it in 31 quarters since. The position peaked at $536K in Q4 2022. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • HBK Sorce Advisory held 1,332 shares of iShares S&P Small-Cap 600 Growth ETF worth $218K as of Q1 2026.
  • HBK Sorce Advisory sold 1,100 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $163K.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #583 holding.
  • HBK Sorce Advisory first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 31 quarters since.
  • HBK Sorce Advisory's iShares S&P Small-Cap 600 Growth ETF position peaked at $536K in Q4 2022.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.