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

Lee Financial’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
Q2 		$880K Sell
4,925
-1,707
-26% -$277K 0.11% 85
2026
Q1 		$960K Sell
6,632
-49,045
-88% -$7.28M 0.14% 76
2025
Q4 		$7.86M Buy
+55,677
New +$7.88M 1.06% 14

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lee Financial's IJT Position: Q2 2026 in Review

Lee Financial reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 26% in Q2 2026, selling an estimated $277K and leaving 4,925 shares worth $880K. The position accounts for 0.11% of the portfolio, ranked #85.

Lee Financial first reported a position in IJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.86M in Q4 2025. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Lee Financial held 4,925 shares of iShares S&P Small-Cap 600 Growth ETF worth $880K as of Q2 2026.
  • Lee Financial sold 1,707 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $277K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.11% of Lee Financial's portfolio in Q2 2026, its #85 holding.
  • Lee Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Lee Financial's iShares S&P Small-Cap 600 Growth ETF position peaked at $7.86M in Q4 2025.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.