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

Lake Street Private Wealth’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	$9.89M	Sell	68,350 -1,804	-3%	-$268K	1.26%	18
2025 Q4	$9.9M	Buy	70,154 +6,389	+10%	+$904K	1.21%	18
2025 Q3	$9.02M	Buy	63,765 +1,473	+2%	+$203K	1.16%	21
2025 Q2	$8.29M	Sell	62,292 -381	-0.6%	-$47.7K	1.18%	17
2025 Q1	$7.8M	Buy	62,673 +1,168	+2%	+$156K	1.27%	15
2024 Q4	$8.33M	Buy	61,505 +15,917	+35%	+$2.25M	1.33%	15
2024 Q3	$6.36M	Buy	45,588 +18,304	+67%	+$2.47M	1.02%	22
2024 Q2	$3.5M	Buy	27,284 +882	+3%	+$113K	0.45%	56
2024 Q1	$3.45M	Buy	+26,402	New	+$3.29M	0.48%	58

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

Lake Street Private Wealth's IJT Position: Q1 2026 in Review

Lake Street Private Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.6% in Q1 2026, selling an estimated $268K and leaving 68,350 shares worth $9.89M. The position accounts for 1.26% of the portfolio, ranked #18.

Lake Street Private Wealth first reported a position in IJT in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.9M in Q4 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Lake Street Private Wealth held 68,350 shares of iShares S&P Small-Cap 600 Growth ETF worth $9.89M as of Q1 2026.
Lake Street Private Wealth sold 1,804 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $268K.
iShares S&P Small-Cap 600 Growth ETF made up 1.26% of Lake Street Private Wealth's portfolio in Q1 2026, its #18 holding.
Lake Street Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Lake Street Private Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.9M in Q4 2025.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.