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

Mark Sheptoff Financial Planning’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 		$28.9K Hold
177
– – 0.02% 230
2025
Q4 		$24.9K Hold
177
– – 0.01% 256
2025
Q3 		$25K Buy
177
+71
+67% +$9.8K 0.01% 253
2025
Q2 		$14.1K Hold
106
– – 0.01% 305
2025
Q1 		$13.2K Buy
+106
New +$14.2K 0.01% 293

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

Mark Sheptoff Financial Planning's IJT Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 177 shares worth $28.9K. The position accounts for 0.02% of the portfolio, ranked #230.

Mark Sheptoff Financial Planning first reported a position in IJT in Q1 2025 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Mark Sheptoff Financial Planning held 177 shares of iShares S&P Small-Cap 600 Growth ETF worth $28.9K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #230 holding.
  • Mark Sheptoff Financial Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.