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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
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% -$8.87K 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 		$7.01M Buy
129,482
+8,370
+7% +$437K 2.91% 16
2013
Q2 		$5.87M Buy
+121,112
New +$5.76M 2.53% 15

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

Mather Group's IJT Position: Q1 2026 in Review

Mather Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 24% in Q1 2026, buying an estimated $336K and bringing the position to 11,826 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #244.

Mather Group first reported a position in IJT in Q2 2013 and has held it in 27 quarters since. The position peaked at $7.67M in Q4 2013. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Mather Group held 11,826 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.71M as of Q1 2026.
  • Mather Group bought 2,262 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $336K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #244 holding.
  • Mather Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 27 quarters since.
  • Mather Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $7.67M in Q4 2013.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.