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

Investmark Advisory Group’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	$473K	Hold	3,272	–	–	0.2%	82
2025 Q4	$462K	Sell	3,272 -10	-0.3%	-$1.42K	0.2%	80
2025 Q3	$464K	Sell	3,282 -571	-15%	-$78.8K	0.2%	81
2025 Q2	$513K	Hold	3,853	–	–	0.24%	73
2025 Q1	$480K	Hold	3,853	–	–	0.24%	68
2024 Q4	$522K	Sell	3,853 -25	-0.6%	-$3.54K	0.26%	64
2024 Q3	$541K	Sell	3,878 -21	-0.5%	-$2.83K	0.26%	66
2024 Q2	$501K	Sell	3,899 -166	-4%	-$21.2K	0.27%	67
2024 Q1	$531K	Sell	4,065 -181	-4%	-$22.6K	0.29%	66
2023 Q4	$531K	Buy	4,246 +2,125	+100%	+$238K	0.31%	65
2023 Q3	$233K	Hold	2,121	–	–	0.16%	88
2023 Q2	$244K	Hold	2,121	–	–	0.16%	89
2023 Q1	$233K	Hold	2,121	–	–	0.17%	89
2022 Q4	$229K	Buy	+2,121	New	+$233K	0.17%	89
2022 Q1	–	Sell	-420	Closed	-$58K	–	227
2021 Q4	$58K	Buy	+420	New	+$57.2K	0.05%	152

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

Investmark Advisory Group's IJT Position: Q1 2026 in Review

Investmark Advisory Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 3,272 shares worth $473K. The position accounts for 0.2% of the portfolio, ranked #82.

Investmark Advisory Group first reported a position in IJT in Q4 2021 and has held it in 15 quarters since. The position peaked at $541K in Q3 2024. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Investmark Advisory Group held 3,272 shares of iShares S&P Small-Cap 600 Growth ETF worth $473K as of Q1 2026.
Investmark Advisory Group 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 0.2% of Investmark Advisory Group's portfolio in Q1 2026, its #82 holding.
Investmark Advisory Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 15 quarters since.
Investmark Advisory Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $541K in Q3 2024.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.