Kestra Private Wealth Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Kestra Private Wealth Services’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	$21.2M	Buy	146,265 +7,875	+6%	+$1.17M	0.26%	79
2025 Q4	$19.5M	Buy	138,390 +5,939	+4%	+$841K	0.24%	88
2025 Q3	$18.7M	Buy	132,451 +44,740	+51%	+$6.17M	0.24%	87
2025 Q2	$11.7M	Buy	87,711 +3,714	+4%	+$465K	0.17%	131
2025 Q1	$10.5M	Buy	83,997 +7,592	+10%	+$1.02M	0.17%	131
2024 Q4	$10.3M	Buy	76,405 +8,965	+13%	+$1.27M	0.18%	129
2024 Q3	$9.41M	Buy	67,440 +16,529	+32%	+$2.23M	0.17%	134
2024 Q2	$6.54M	Buy	50,911 +2,476	+5%	+$317K	0.13%	175
2024 Q1	$6.33M	Buy	48,435 +1,668	+4%	+$208K	0.14%	168
2023 Q4	$5.85M	Buy	46,767 +6,080	+15%	+$682K	0.15%	166
2023 Q3	$4.46M	Buy	40,687 +4,727	+13%	+$545K	0.14%	169
2023 Q2	$4.13M	Buy	35,960 +5,901	+20%	+$645K	0.14%	164
2023 Q1	$3.3M	Buy	+30,059	New	+$3.39M	0.13%	175

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

Kestra Private Wealth Services's IJT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.7% in Q1 2026, buying an estimated $1.17M and bringing the position to 146,265 shares worth $21.2M. The position accounts for 0.26% of the portfolio, ranked #79.

Kestra Private Wealth Services first reported a position in IJT in Q1 2023 and has held it in 13 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Kestra Private Wealth Services held 146,265 shares of iShares S&P Small-Cap 600 Growth ETF worth $21.2M as of Q1 2026.
Kestra Private Wealth Services bought 7,875 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $1.17M.
iShares S&P Small-Cap 600 Growth ETF made up 0.26% of Kestra Private Wealth Services's portfolio in Q1 2026, its #79 holding.
Kestra Private Wealth Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and has held it in 13 quarters since.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.