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

IEQ Capital’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	$582K	Hold	4,025	–	–	﹤0.01%	1240
2025 Q4	$568K	Hold	4,025	–	–	﹤0.01%	1272
2025 Q3	$570K	Sell	4,025 -415	-9%	-$57.3K	﹤0.01%	1238
2025 Q2	$591K	Sell	4,440 -4,022	-48%	-$504K	﹤0.01%	1089
2025 Q1	$1.05M	Buy	8,462 +4,024	+91%	+$538K	0.01%	743
2024 Q4	$601K	Buy	4,438 +1	+0%	+$141	0.01%	790
2024 Q3	$619K	Buy	4,437 +1	+0%	+$135	0.01%	684
2024 Q2	$570K	Buy	4,436 +88	+2%	+$11.3K	0.01%	606
2024 Q1	$568K	Buy	4,348 +1	+0%	+$125	0.01%	586
2023 Q4	$544K	Sell	4,347 -454	-9%	-$50.9K	0.01%	559
2023 Q3	$527K	Buy	4,801 +283	+6%	+$32.6K	0.01%	553
2023 Q2	$519K	Buy	4,518 +407	+10%	+$44.5K	0.01%	539
2023 Q1	$452K	Hold	4,111	–	–	0.01%	603
2022 Q4	$444K	Hold	4,111	–	–	0.01%	546
2022 Q3	$418K	Hold	4,111	–	–	0.01%	578
2022 Q2	$433K	Hold	4,111	–	–	0.01%	509
2022 Q1	$514K	Sell	4,111 -18	-0.4%	-$2.27K	0.01%	495
2021 Q4	$573K	Hold	4,129	–	–	0.01%	429
2021 Q3	$537K	Hold	4,129	–	–	0.01%	413
2021 Q2	$548K	Buy	+4,129	New	+$537K	0.02%	350

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

IEQ Capital's IJT Position: Q1 2026 in Review

IEQ Capital held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 4,025 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

IEQ Capital first reported a position in IJT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q1 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

IEQ Capital held 4,025 shares of iShares S&P Small-Cap 600 Growth ETF worth $582K as of Q1 2026.
IEQ Capital 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 IEQ Capital's portfolio in Q1 2026, its #1240 holding.
IEQ Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2021 and has held it in 20 quarters since.
IEQ Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.05M in Q1 2025.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.