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

Matrix Private Capital 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	$170K	Hold	1,174	–	–	0.08%	95
2025 Q4	$166K	Hold	1,174	–	–	0.08%	97
2025 Q3	$166K	Hold	1,174	–	–	0.09%	96
2025 Q2	$156K	Buy	1,174 +1,016	+643%	+$127K	0.09%	94
2025 Q1	$19.7K	Hold	158	–	–	0.01%	132
2024 Q4	$21.4K	Sell	158 -75	-32%	-$10.6K	0.01%	142
2024 Q3	$32.5K	Buy	233 +75	+47%	+$10.1K	0.02%	138
2024 Q2	$20.3K	Hold	158	–	–	0.01%	143
2024 Q1	$20.7K	Sell	158 -200	-56%	-$25K	0.01%	138
2023 Q4	$44.8K	Hold	358	–	–	0.03%	125
2023 Q3	$39.4K	Hold	358	–	–	0.03%	139
2023 Q2	$41.1K	Hold	358	–	–	0.03%	143
2023 Q1	$39.4K	Hold	358	–	–	0.03%	163
2022 Q4	$38.7K	Hold	358	–	–	0.03%	167
2022 Q3	$36K	Hold	358	–	–	0.02%	168
2022 Q2	$38K	Hold	358	–	–	0.02%	211
2022 Q1	$45K	Hold	358	–	–	0.02%	224
2021 Q4	$50K	Hold	358	–	–	0.02%	230
2021 Q3	$47K	Hold	358	–	–	0.02%	210
2021 Q2	$47K	Sell	358 -34	-9%	-$4.42K	0.03%	211
2021 Q1	$50K	Hold	392	–	–	0.03%	206
2020 Q4	$45K	Hold	392	–	–	0.03%	194
2020 Q3	$35K	Hold	392	–	–	0.04%	147
2020 Q2	$33K	Hold	392	–	–	0.04%	142
2020 Q1	$27K	Hold	392	–	–	0.04%	131
2019 Q4	$38K	Buy	+392	New	+$36.2K	0.04%	167

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

Matrix Private Capital Group's IJT Position: Q1 2026 in Review

Matrix Private Capital Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 1,174 shares worth $170K. The position accounts for 0.08% of the portfolio, ranked #95.

Matrix Private Capital Group first reported a position in IJT in Q4 2019 and has held it in 26 quarters since. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Matrix Private Capital Group held 1,174 shares of iShares S&P Small-Cap 600 Growth ETF worth $170K as of Q1 2026.
Matrix Private Capital Group 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 0.08% of Matrix Private Capital Group's portfolio in Q1 2026, its #95 holding.
Matrix Private Capital Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 26 quarters since.
758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.