Mather Group
IJT icon

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

Mather Group’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 		$2.13M Buy
13,297
+390
+3% +$66.8K 0.02% 263
2026
Q2 		$2.31M Buy
12,907
+1,081
+9% +$175K 0.02% 252
2026
Q1 		$1.71M Buy
11,826
+2,262
+24% +$336K 0.02% 244
2025
Q4 		$1.35M Buy
9,564
+546
+6% +$77.3K 0.01% 243
2025
Q3 		$1.28M Buy
9,018
+817
+10% +$113K 0.01% 249
2025
Q2 		$1.09M Buy
8,201
+670
+9% +$83.9K 0.01% 255
2025
Q1 		$938K Buy
7,531
+3,076
+69% +$411K 0.01% 264
2024
Q4 		$603K Buy
4,455
+169
+4% +$23.9K 0.01% 318
2024
Q3 		$598K Buy
4,286
+1,815
+73% +$245K 0.01% 329
2024
Q2 		$323K Buy
2,471
+704
+40% +$90K ﹤0.01% 512
2024
Q1 		$221K Sell
1,767
-108
-6% -$13.5K ﹤0.01% 504
2023
Q4 		$235K Buy
+1,875
New +$210K ﹤0.01% 510
2018
Q4 		– Sell
-2,110
Closed -$213K – 69
2018
Q3 		$213K Sell
2,110
-4,224
-67% -$425K 0.02% 54
2018
Q2 		$598K Sell
6,334
-238
-4% -$21.8K 0.06% 49
2018
Q1 		$571K Sell
6,572
-170
-3% -$14.8K 0.06% 32
2017
Q4 		$574K Sell
6,742
-106
-2% -$8.86K 0.06% 32
2017
Q3 		$563K Buy
6,848
+256
+4% +$20K 0.07% 35
2017
Q2 		$514K Buy
6,592
+286
+5% +$22K 0.07% 37
2017
Q1 		$483K Buy
6,306
+464
+8% +$35.2K 0.07% 38
2016
Q4 		$438K Buy
5,842
+214
+4% +$15.1K 0.08% 38
2016
Q3 		$386K Buy
5,628
+254
+5% +$17.1K 0.07% 26
2016
Q2 		$345K Buy
5,374
+312
+6% +$19.6K 0.07% 26
2016
Q1 		$314K Buy
5,062
+270
+6% +$15.7K 0.07% 27
2015
Q4 		$298K Buy
+4,792
New +$304K 0.07% 31
2014
Q3 		– Sell
-7,858
Closed -$475K – 25
2014
Q2 		$475K Buy
7,858
+370
+5% +$21.5K 0.15% 14
2014
Q1 		$445K Sell
7,488
-121,774
-94% -$7.15M 0.16% 16
2013
Q4 		$7.67M Sell
129,262
-220
-0.2% -$12.5K 2.92% 16
2013
Q3 		$7.02M Buy
129,482
+8,370
+7% +$437K 2.91% 16
2013
Q2 		$5.86M Buy
+121,112
New +$5.76M 2.53% 15

Other funds holding IJT

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
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mather Group's IJT Position: Q3 2026 in Review

Mather Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3% in Q3 2026, buying an estimated $66.8K and bringing the position to 13,297 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #263.

Mather Group first reported a position in IJT in Q2 2013 and has held it in 29 quarters since. The position peaked at $7.67M in Q4 2013. 236 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Mather Group held 13,297 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.13M as of Q3 2026.
  • Mather Group bought 390 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $66.8K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #263 holding.
  • Mather Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 29 quarters since.
  • Mather Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $7.67M in Q4 2013.
  • 236 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.