Inspire Trust Company’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Inspire Trust Company’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	$14.8M	Buy	102,000 +4,000	+4%	+$593K	2.28%	7
2025 Q4	$13.8M	Buy	98,000 +13,000	+15%	+$1.84M	2.27%	7
2025 Q3	$12M	Buy	85,000 +10,000	+13%	+$1.38M	2.19%	8
2025 Q2	$9.98M	Buy	75,000 +12,000	+19%	+$1.5M	2.06%	7
2025 Q1	$7.84M	Buy	63,000 +7,337	+13%	+$981K	1.87%	10
2024 Q4	$7.54M	Hold	55,663	–	–	1.93%	10
2024 Q3	$7.76M	Buy	55,663 +3,000	+6%	+$405K	2.14%	7
2024 Q2	$6.76M	Buy	52,663 +13,000	+33%	+$1.66M	2.23%	8
2024 Q1	$5.19M	Buy	39,663 +15,055	+61%	+$1.88M	2.9%	4
2023 Q4	$3.08M	Buy	+24,608	New	+$2.76M	3.18%	5

Other funds holding IJT

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 Zurich, Switzerland $564B 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 $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B 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