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 Q1	$837K	Sell	5,785 -15	-0.3%	-$2.23K	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%	-$9.83K	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

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

Legacy Trust's IJT Position: Q1 2026 in Review

Legacy Trust reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.26% in Q1 2026, selling an estimated $2.23K and leaving 5,785 shares worth $837K. The position accounts for 0.16% of the portfolio, ranked #96.

Legacy Trust first reported a position in IJT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2023. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Legacy Trust held 5,785 shares of iShares S&P Small-Cap 600 Growth ETF worth $837K as of Q1 2026.
Legacy Trust sold 15 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $2.23K.
iShares S&P Small-Cap 600 Growth ETF made up 0.16% of Legacy Trust's portfolio in Q1 2026, its #96 holding.
Legacy Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.07M in Q4 2023.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.