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

Legacy Trust’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
Q3 		$953K Buy
5,800
+110
+2% +$18.8K 0.16% 98
2026
Q2 		$1.02M Sell
5,690
-95
-2% -$15.4K 0.18% 88
2026
Q1 		$837K Sell
5,785
-15
-0.3% -$2.22K 0.16% 96
2025
Q4 		$819K Sell
5,800
-5
-0.1% -$708 0.15% 102
2025
Q3 		$821K Hold
5,805
– – 0.16% 99
2025
Q2 		$772K Sell
5,805
-95
-2% -$11.9K 0.19% 86
2025
Q1 		$735K Sell
5,900
-15
-0.3% -$2.01K 0.18% 93
2024
Q4 		$801K Sell
5,915
-664
-10% -$93.9K 0.19% 82
2024
Q3 		$918K Sell
6,579
-124
-2% -$16.7K 0.21% 79
2024
Q2 		$861K Hold
6,703
– – 0.21% 77
2024
Q1 		$876K Sell
6,703
-1,869
-22% -$233K 0.22% 78
2023
Q4 		$1.07M Sell
8,572
-440
-5% -$49.4K 0.28% 73
2023
Q3 		$988K Buy
9,012
+1,394
+18% +$161K 0.29% 73
2023
Q2 		$876K Sell
7,618
-90
-1% -$9.8K 0.24% 78
2023
Q1 		$847K Sell
7,708
-1,363
-15% -$154K 0.25% 77
2022
Q4 		$980K Buy
+9,071
New +$997K 0.3% 72

Other funds holding IJT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Legacy Trust's IJT Position: Q3 2026 in Review

Legacy Trust increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.9% in Q3 2026, buying an estimated $18.8K and bringing the position to 5,800 shares worth $953K. The position accounts for 0.16% of the portfolio, ranked #98.

Legacy Trust first reported a position in IJT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2023. 554 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Legacy Trust held 5,800 shares of iShares S&P Small-Cap 600 Growth ETF worth $953K as of Q3 2026.
  • Legacy Trust bought 110 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $18.8K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.16% of Legacy Trust's portfolio in Q3 2026, its #98 holding.
  • Legacy Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.07M in Q4 2023.
  • 554 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.