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

Howe & Rusling’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	$3.61K	Hold	25	–	–	﹤0.01%	450
2025 Q4	$3.52K	Hold	25	–	–	﹤0.01%	453
2025 Q3	$3.53K	Sell	25 -53	-68%	-$7.32K	﹤0.01%	439
2025 Q2	$10.4K	Buy	78 +25	+47%	+$3.13K	﹤0.01%	412
2025 Q1	$6.6K	Sell	53 -7	-12%	-$936	﹤0.01%	391
2024 Q4	$8.12K	Buy	60 +53	+757%	+$7.5K	﹤0.01%	378
2024 Q3	$977	Hold	7	–	–	﹤0.01%	397
2024 Q2	$900	Hold	7	–	–	﹤0.01%	358
2024 Q1	$916	Sell	7 -15	-68%	-$1.87K	﹤0.01%	381
2023 Q4	$2.75K	Buy	+22	New	+$2.47K	﹤0.01%	355
2023 Q3	–	Sell	-174	Closed	-$20K	–	326
2023 Q2	$20K	Hold	174	–	–	﹤0.01%	280
2023 Q1	$19.1K	Hold	174	–	–	﹤0.01%	265
2022 Q4	$18.8K	Hold	174	–	–	﹤0.01%	269
2022 Q3	$18K	Hold	174	–	–	﹤0.01%	440
2022 Q2	$18K	Hold	174	–	–	﹤0.01%	436
2022 Q1	$22K	Hold	174	–	–	﹤0.01%	399
2021 Q4	$24K	Hold	174	–	–	﹤0.01%	404
2021 Q3	$23K	Buy	+174	New	+$22.9K	﹤0.01%	393
2020 Q1	–	Sell	-444	Closed	-$43K	–	818
2019 Q4	$43K	Buy	+444	New	+$41K	0.01%	305
2019 Q2	–	Sell	-42	Closed	-$4K	–	847
2019 Q1	$4K	Buy	+42	New	+$3.71K	﹤0.01%	570
2017 Q1	–	Sell	-10	Closed	-$1K	–	1028
2016 Q4	$1K	Sell	10 -170	-94%	-$12K	﹤0.01%	961
2016 Q3	$12K	Buy	180 +118	+190%	+$7.96K	﹤0.01%	467
2016 Q2	$4K	Buy	+62	New	+$3.9K	﹤0.01%	680

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

Howe & Rusling's IJT Position: Q1 2026 in Review

Howe & Rusling held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 25 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Howe & Rusling first reported a position in IJT in Q2 2016 and has held it in 23 quarters since. The position peaked at $43K in Q4 2019. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Howe & Rusling held 25 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.61K as of Q1 2026.
Howe & Rusling left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #450 holding.
Howe & Rusling first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2016 and has held it in 23 quarters since.
Howe & Rusling's iShares S&P Small-Cap 600 Growth ETF position peaked at $43K in Q4 2019.
758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.