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

Larson Financial 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 		$174K Sell
1,204
-17
-1% -$2.52K 0.01% 765
2025
Q4 		$172K Sell
1,221
-32
-3% -$4.53K 0.01% 741
2025
Q3 		$177K Buy
1,253
+114
+10% +$15.7K 0.01% 724
2025
Q2 		$152K Sell
1,139
-481
-30% -$60.3K 0.01% 722
2025
Q1 		$202K Buy
1,620
+1
+0.1% +$134 0.01% 622
2024
Q4 		$219K Sell
1,619
-3,011
-65% -$426K 0.01% 551
2024
Q3 		$646K Sell
4,630
-15,317
-77% -$2.07M 0.04% 289
2024
Q2 		$2.56M Sell
19,947
-450
-2% -$57.6K 0.17% 103
2024
Q1 		$2.67M Buy
20,397
+18,046
+768% +$2.25M 0.21% 92
2023
Q4 		$294K Sell
2,351
-21,286
-90% -$2.39M 0.03% 275
2023
Q3 		$2.59M Sell
23,637
-627
-3% -$72.3K 0.25% 73
2023
Q2 		$2.79M Sell
24,264
-564
-2% -$61.6K 0.28% 67
2023
Q1 		$2.73M Buy
24,828
+84
+0.3% +$9.47K 0.3% 64
2022
Q4 		$2.67M Sell
24,744
-14,246
-37% -$1.57M 0.32% 60
2022
Q3 		$3.96M Buy
38,990
+37,724
+2,980% +$4.24M 0.56% 35
2022
Q2 		$133K Sell
1,266
-4
-0.3% -$453 0.02% 226
2022
Q1 		$159K Sell
1,270
-106
-8% -$13.4K 0.03% 219
2021
Q4 		$191K Buy
1,376
+1,264
+1,129% +$172K 0.03% 199
2021
Q3 		$15K Buy
+112
New +$14.8K ﹤0.01% 521

Other funds holding IJT

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Larson Financial Group's IJT Position: Q1 2026 in Review

Larson Financial Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.4% in Q1 2026, selling an estimated $2.52K and leaving 1,204 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #765.

Larson Financial Group first reported a position in IJT in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.96M in Q3 2022. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Larson Financial Group held 1,204 shares of iShares S&P Small-Cap 600 Growth ETF worth $174K as of Q1 2026.
  • Larson Financial Group sold 17 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $2.52K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #765 holding.
  • Larson Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Larson Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.96M in Q3 2022.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

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