HM Payson & Co’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

HM Payson & Co’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	$200K	Hold	1,121	–	–	﹤0.01%	449
2026 Q1	$162K	Hold	1,121	–	–	﹤0.01%	469
2025 Q4	$158K	Buy	1,121 +20	+2%	+$2.83K	﹤0.01%	473
2025 Q3	$156K	Hold	1,101	–	–	﹤0.01%	480
2025 Q2	$146K	Hold	1,101	–	–	﹤0.01%	473
2025 Q1	$137K	Hold	1,101	–	–	﹤0.01%	478
2024 Q4	$149K	Hold	1,101	–	–	﹤0.01%	471
2024 Q3	$154K	Hold	1,101	–	–	﹤0.01%	461
2024 Q2	$141K	Hold	1,101	–	–	﹤0.01%	465
2024 Q1	$144K	Hold	1,101	–	–	﹤0.01%	453
2023 Q4	$138K	Hold	1,101	–	–	﹤0.01%	444
2023 Q3	$121K	Hold	1,101	–	–	﹤0.01%	454
2023 Q2	$127K	Hold	1,101	–	–	﹤0.01%	442
2023 Q1	$121K	Hold	1,101	–	–	﹤0.01%	445
2022 Q4	$119K	Hold	1,101	–	–	﹤0.01%	437
2022 Q3	$112K	Sell	1,101 -304	-22%	-$34.1K	﹤0.01%	449
2022 Q2	$148K	Buy	1,405 +801	+133%	+$90.8K	﹤0.01%	421
2022 Q1	$76K	Buy	604 +300	+99%	+$37.8K	﹤0.01%	539
2021 Q4	$42K	Hold	304	–	–	﹤0.01%	636
2021 Q3	$40K	Hold	304	–	–	﹤0.01%	628
2021 Q2	$40K	Hold	304	–	–	﹤0.01%	626
2021 Q1	$39K	Hold	304	–	–	﹤0.01%	643
2020 Q4	$35K	Hold	304	–	–	﹤0.01%	670
2020 Q3	$27K	Hold	304	–	–	﹤0.01%	685
2020 Q2	$26K	Hold	304	–	–	﹤0.01%	631
2020 Q1	$21K	Hold	304	–	–	﹤0.01%	632
2019 Q4	$29K	Hold	304	–	–	﹤0.01%	668
2019 Q3	$27K	Hold	304	–	–	﹤0.01%	682
2019 Q2	$28K	Buy	+304	New	+$27.3K	﹤0.01%	685

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

HM Payson & Co's IJT Position: Q2 2026 in Review

HM Payson & Co held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,121 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

HM Payson & Co first reported a position in IJT in Q2 2019 and has held it in 29 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

HM Payson & Co held 1,121 shares of iShares S&P Small-Cap 600 Growth ETF worth $200K as of Q2 2026.
HM Payson & Co 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 ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #449 holding.
HM Payson & Co first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2019 and has held it in 29 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.