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

LGL Partners’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 		$1.89M Buy
10,608
+16
+0.2% +$2.59K 0.69% 20
2026
Q1 		$1.53M Buy
10,592
+16
+0.2% +$2.37K 0.63% 20
2025
Q4 		$1.49M Buy
10,576
+31
+0.3% +$4.39K 0.64% 19
2025
Q3 		$1.49M Buy
10,545
+23
+0.2% +$3.17K 0.64% 20
2025
Q2 		$1.41M Buy
10,522
+24
+0.2% +$3.01K 0.62% 20
2025
Q1 		$1.31M Sell
10,498
-3,775
-26% -$505K 0.63% 19
2024
Q4 		$1.93M Buy
14,273
+27
+0.2% +$3.82K 0.28% 31
2024
Q3 		$1.99M Buy
14,246
+39
+0.3% +$5.26K 0.28% 30
2024
Q2 		$1.82M Buy
14,207
+29
+0.2% +$3.71K 0.27% 31
2024
Q1 		$1.85M Buy
14,178
+18
+0.1% +$2.25K 0.31% 31
2023
Q4 		$1.77M Buy
14,160
+60
+0.4% +$6.73K 0.24% 32
2023
Q3 		$1.55M Hold
14,100
– – 0.27% 33
2023
Q2 		$1.62M Sell
14,100
-1,707
-11% -$186K 0.28% 30
2023
Q1 		$1.74M Buy
15,807
+1,758
+13% +$198K 0.3% 27
2022
Q4 		$1.52M Buy
+14,049
New +$1.54M 0.28% 27

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

LGL Partners's IJT Position: Q2 2026 in Review

LGL Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.15% in Q2 2026, buying an estimated $2.59K and bringing the position to 10,608 shares worth $1.89M. The position accounts for 0.69% of the portfolio, ranked #20.

LGL Partners first reported a position in IJT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.99M in Q3 2024. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • LGL Partners held 10,608 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.89M as of Q2 2026.
  • LGL Partners bought 16 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $2.59K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.69% of LGL Partners's portfolio in Q2 2026, its #20 holding.
  • LGL Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • LGL Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.99M in Q3 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.